Fiduciary

Modera Wealth Management

Westwood, New Jersey

Call (201) 768-4600 Visit website →

About

Modera Wealth Management is a fee-only wealth management firm located in Westwood, New Jersey. The firm provides estate planning, financial planning, insurance analysis, investment management, retirement planning, and tax planning services. As a fiduciary, Modera operates under a duty to act in clients' best interests.

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: 8:30AM-5PM, Tuesday: 8:30AM-5PM, Wednesday: 8:30AM-5PM, Thursday: 8:30AM-5PM, Friday: 8:30AM-5PM, Saturday: Closed
SEC registered
No

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