Modera Wealth Management - Financial Advisors & Financial Planners - Charlotte, NC (CarnegieRd) Owner verified

About

Modera Wealth Management (previously Keatley Wealth Management) is a fee-only wealth management firm in Charlotte, North Carolina. 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. As a fiduciary, Modera is legally bound to act in your best interest. We provide you with the objective advice and ongoing care and attention you need to feel confident in your financial future.

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