At Modera Wealth Management, we work to lead our clients toward the attainment of their financial aspirations. As fiduciaries, we put our clients’ interests first, while upholding the highest levels of integrity and professionalism. We serve our clients the way we would want to be treated ourselves, by partnering with them in a respectful, collaborative relationship based on full transparency and responsive service.
Modera provides wealth management and portfolio management services to individuals, families, trusts, institutions and philanthropic organizations. The Modera name, derived from a Latin translation meaning “direction” and “management,” reflects our mission to continue to provide sound financial guidance and tailored investment solutions for our clients.
|Employees (est.) (May 2020)||63||(+2%)|
How many employees does Modera Wealth Management have?
Modera Wealth Management has 63 employees.
Who are Modera Wealth Management competitors?
Competitors of Modera Wealth Management include Nationwide Title Clearing, Wuestenrot or Wuerttembergische (W&W) and Tykoon.
Where is Modera Wealth Management headquarters?
Modera Wealth Management headquarters is located at 56 Jefferson Ave, Westwood.
Where are Modera Wealth Management offices?
Modera Wealth Management has offices in Westwood, Boston, Charlotte, Inverness and in 1 other location.
How many offices does Modera Wealth Management have?
Modera Wealth Management has 5 offices.
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