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RS Crum Has Joined Forces with Modera Wealth Management, LLC

RS Crum Client Portal

We are pleased to announce that RS Crum officially joined forces with Modera Wealth Management, LLC (Modera) on October 31, 2026 .

RS Crum and Modera share the same investment approach and wealth management philosophy, and are both dedicated to providing independent, fee-only advice to you. We believe this will strengthen the resources and service we provide while maintaining a personalized relationship with you. The entire team at RS Crum has joined Modera and will continue to serve clients from our office at 4 Upper Newport Plaza Dr, Ste 201, Newport Beach, CA 92660. The phone number to reach us is also unchanged at 949-428-9696.

Please click here to access the Modera website or wait to be automatically redirected.

Modera Wealth Management
4 Upper Newport Plaza Dr, Ste 201
Newport Beach, CA 92660
949-428-9696

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