Business Hours
M-F 9am-5pm, Sa-Su Closed
Year Established
1983
Modera Wealth Management Verified by Yext
Listed In: Financial Planning Consultants, Investment Services Firms
Modera Wealth Management is a fee-only fiduciary wealth management firm in Charlotte, NC. We offer comprehensive wealth management and investment services, including retirement planning, education planning, income tax planning, estate planning, trust and legacy planning, philanthropic planning,… Modera Wealth Management is a fee-only fiduciary wealth management firm in Charlotte, NC. We offer comprehensive wealth management and investment services, including retirement planning, education planning, income tax planning, estate planning, trust and legacy planning, philanthropic planning, sophisticated investment management, portfolio analysis, and risk protection. Disclosure: Modera Wealth Management, LLC is an SEC-registered investment adviser which does not imply any level of skill or training. For additional information see the Investment Adviser Public Disclosure web site (www.adviserinfo.sec.gov). Investments are not suitable for everyone, and any information provided should not be considered a recommendation. Read more
Modera Wealth Management
6101 Carnegie Blvd., Suite 220, Charlotte, NC
6101 Carnegie Blvd., Suite 220, Charlotte, NC
Additional Locations See All
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