Fiduciary

Modera Wealth Management - Charlotte (Carnegie)

Charlotte, North Carolina

Call (704) 358-3322 Visit website →

About

Modera Wealth Management - Charlotte (Carnegie) is a fee-only fiduciary firm in Charlotte, North Carolina. The firm provides estate planning, financial planning, insurance analysis, investment management, retirement planning, and tax planning services. Specialties include estate planning, insurance planning, investment management, retirement planning, tax strategy, and wealth management.

Specialties

Estate Planning Insurance Planning Investment Management Retirement Planning Tax Strategy Wealth Management

Fee structure

Fee-Only

Firm details

Languages
English
Hours
Sunday: Closed, Monday: 9AM-5PM, Tuesday: 9AM-5PM, Wednesday: 9AM-5PM, Thursday: 9AM-5PM, Friday: 9AM-5PM, Saturday: Closed
SEC registered
No

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