Modera Wealth Management, LLC (Modera) is an SEC-registered investment adviser. SEC registration does not imply any level of skill or training. For information pertaining to our registration status, the fees we charge including how we are compensated and by whom, additional costs that may be incurred, our conflicts of interest, any disclosed disciplinary events of the Firm or its personnel, and the types of services we offer, please contact us directly or refer to the Investment Adviser Public Disclosure web site (www.adviserinfo.sec.gov) to obtain a copy of our disclosure statement, Form ADV Part 2A, and ADV Part 3/Form CRS. In addition, our Privacy Notice outlines how we handle your non-public personal information. Please read these documents carefully before you make a decision to hire Modera, invest or send money. This presentation is limited to the dissemination of general information about Modera’s investment advisory and financial planning services that is not suitable for everyone. Nothing herein should be interpreted or construed as investment advice nor as legal, tax or accounting advice nor as personalized financial planning, tax planning or wealth management advice. For legal, tax and accounting-related matters, we recommend you seek the advice of a qualified attorney or accountant. This presentation is not a substitute for personalized investment or financial planning from Modera. This video may contain forward looking statements that use words that indicate future possibilities. Due to known and unknown risks, and other uncertainties and factors, actual results could differ materially from the expectations portrayed in such a forward-looking statement. You are cautioned not to place undue reliance on forward-looking statements, which speak only as of the date of this video. Past performance is no guarantee of future results. There is no guarantee that the views and opinions expressed herein will come to pass, and the information herein should not be considered a recommendation to engage in any particular investment or financial planning strategy. The statements and opinions expressed in this article are relevant as of the date of publication and are subject to change without notice based on changes in the law and other conditions. Information regarding service providers noted herein should not be construed as an endorsement, recommendation or solicitation with respect to those service providers or the services they offer. Sources of all cited information are believed to be reliable but are not guaranteed.
