Modera Wealth Management, LLC

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Modera Wealth Management, LLC Overview

Type
Multi Family Office
Year Founded

General Information

Modera Wealth Management, LLC is a multi-family office headquartered in Westwood, United States. Founded in 1983 by fee-only advisors who built wealth through their professional advisory practice, the firm provides integrated financial planning, investment management, and multi-generational family office services for affluent families, entrepreneurs, and executives nationwide. Its team of credentialed professionals delivers objective guidance on tax, estate, and philanthropic planning alongside disciplined portfolio construction.

Contact Information

Year Founded:

Investment Focus & Strategy

Open To First Time Funds:
Institution Type:
Multi Family Office

Leadership & Principals

Corporate Office:
Westwood, NJ, United States

Portfolio & Notable Allocations

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