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Modera Wealth Management, LLC Overview
Type
Multi Family Office
Year Founded
1983
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
Institution Type:
Multi Family Office
Leadership & Principals
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