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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.

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.

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 wealth management firms, but we hope you consider us. Barron’s ranked us 34th on their 2024 list of Top 100 RIA Firms.

Talk to an experienced financial planner

Elizabeth Daniels

Senior Planning Associate
Westwood, MA

Eric Sneider

CFP®, CFA®
Wealth Manager, Principal
Westwood, MA

Jami Schultz

Client Service Specialist
Westwood, MA

Lindsay Garrahan

Planning Associate
Westwood, MA

Sandra Bromfield

CFP®, ChFC®
Wealth Manager
Westwood, MA

Talk to an experienced financial planner

By sending this message, you agree that Modera will use the personal information you disclose to have an adviser contact you and/or you agree to opt-in to receive marketing communications from us. By providing a telephone number and submitting this form you are consenting to be contacted by SMS text message. Message & data rates may apply. You can reply STOP to opt-out of further messaging.

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Westwood, MA

200 Lowder Brook Drive, Suite 2600 Westwood, MA 02090

Fee-only financial planning in Westwood & surrounding areas:

Needham | Dedham | Medfield Dover | Islington | East Walpole | Walpole | Milton | Canton | Norwood | Mills | Norfolk | Natick | Sherborn | Wellessley | Sharon

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By sending this message, you agree that Modera will use the personal information you disclose to have an adviser contact you and/or you agree to opt-in to receive marketing communications from us. By providing a telephone number and submitting this form you are consenting to be contacted by SMS text message. Message & data rates may apply. You can reply STOP to opt-out of further messaging.