WEALTH MANAGEMENT SOLUTIONS
A Dedicated Team, Invested in Your Financial Success
Whether you are accumulating wealth in growth mode or sustaining the wealth you have earned, we are your CFO, and we report to you.
As a Modera client, you can expect the following:
- Investment policy statement and regular portfolio reviews
- Diverse investments depending on specific needs
- Annual financial plan update with a credentialed advisor
- Tax strategies and planning
- Access to our financial planning software and client portal
- Ongoing client-exclusive thought leadership via emails, newsletters, webinars and events
Our wealth management service includes both investment management and financial planning. Our process involves an in-depth analysis of your current financial circumstances, long-term goals and risk tolerance. We then develop a personalized financial plan that covers investments, retirement planning, education planning, taxes, estate planning and insurance. And since the only constant in life is change, we update your plan annually to monitor our progress toward achieving your goals.
This holistic approach allows us to help you with long-term planning. When can you retire? How much should you be saving? Or are you in retirement and need to make sure that your assets will last your lifetime? The answers to these questions are crucial in giving you the confidence you need to invest wisely.
We integrate our tax services with your investment strategy and financial plan to provide solutions that can help minimize the taxes you owe. Our tax services include both tax planning and tax compliance.
Trusts can play an important role in your overall financial plan, and you should feel confident that your trust is executed how you envisioned it.
