Modera Wealth Management
Westwood, Massachusetts
Are you looking for a highly personalized wealth management experience in the Westwood, MA area? Do you need help streamlining your complex financial life and managing significant wealth? Our tight-knit team delivers meticulous financial planning, disciplined investing, and day-to-day guidance — all with a warm, human touch.
We are independent, fee-only financial advisors.
We are proud to be an independently owned wealth management firm that always puts its clients’ interest first, as evidenced by our fee-only compensation and fiduciary responsibility. There are many Westwood investment firms, but we hope you consider us.
Our services:
Whether you’re in need of comprehensive financial planning or need a partner to help you address a specific life event or financial goal, we’re here to help.