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Modera Wealth Management Adds First West Coast Office Through RS Crum Transaction

Newport Beach-based firm brings $750 million in assets and a 50-year legacy of fee-only advice to Modera.

CEO Talks Succession Planning at Future Proof

Modera Wealth Management CEO Tom Orecchio joined fellow industry leaders on September 15th at Future Proof Festival for “The Succession Reality Check: Data, Deal Structures, and How to Actually Get It Done.”

Building an AI-Ready Wealth Management Firm

As part of the Wealth Management by Informa 2026 Midyear Outlook, Modera President Joe McCuine shared “How to Build an AI Ready Wealth Management Firm,” which describes strategic uses of AI to improve advice, strengthen client relationships and help employees conduct their best work.

Required Minimum Distributions (RMDs): Rules, Taxes and Planning

After years of saving in tax-deferred retirement accounts, there eventually comes a time when the IRS requires you to begin taking money out.

Modera Launches AI-Powered Platform Mira to Support Tailored Financial Advice for Clients

WESTWOOD, N.J., October 21, 2026 ─ Modera Wealth Management, LLC (“Modera”), a fee-only wealth management firm serving individuals, families, business owners, and nonprofit organizations, today announced it has launched Mira, a proprietary agentic AI-powered platform.

Downsizing Your Home: Is It Time to Rethink Where You Live?

Sometimes, the idea of downsizing starts with a few unused rooms and the realization that the house no longer makes sense for how you spend your time.

Investment Commentary: Q3 2026

With gas prices creeping higher, fuel economy is more relevant than ever.

End-of-Year Financial Checklist

It’s the end of the year, and your to‑do list is a mile long. Between holiday gatherings, cooking, cleaning, and gift buying, finances may not be top of mind.

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