Modera Wealth Management, Charlotte 28210, Financial planner

Modera Wealth Management

Financial planner

6700 Fairview Rd., Suite 360
28210 Charlotte
United States

Website:
https://moderawealth.com/offices/charlotte-nc/

Description:
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.

Date of Company Formation:
1983

Business Hours:
Mon: 8:30 am - 5:00 pm
Tue: 8:30 am - 5:00 pm
Wed: 8:30 am - 5:00 pm
Thu: 8:30 am - 5:00 pm
Fri: 8:30 am - 5:00 pm
Sat: Closed
Sun: Closed

For more information, please contact us with the details below:

Contact Telephone:
(704) 897-6108

Contact Email:
[email protected]

Social Media Profiles:
https://www.facebook.com/ModeraWealthManagement
https://www.linkedin.com/company/modera-wealth-management/
https://www.youtube.com/@ModeraWealthManagementLLC