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.

Our hearts go out to all those impacted by Hurricane Helene. At this time, our Asheville, South Asheville, and Tryon offices are closed, and communication will be redirected to one of our other locations where someone can assist you.