Modera Wealth Management, LLC Security Rating

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.