Westwood, MA Office

Modera Wealth Management, LLC provides wealth management, portfolio management, retirement plan consulting, and stand‑alone financial planning to a mix of individuals (including high‑net‑worth clients), trusts, corporations, and plan sponsors. The firm also offers tax planning and preparation, trust services and business coaching — capabilities expanded by an asset purchase of Ferrentino & Associates LLC in July 2025 that added accounting and tax return services for individuals and small businesses.

Investment strategy is centered on diversified asset allocation using the principles of Modern Portfolio Theory, with portfolios built across mutual funds, exchange‑traded funds and, when appropriate, individual equities and fixed income. Modera tilts equity exposure toward small‑cap and value factors, may allocate to Independent Managers, can recommend private placements for accredited or qualified purchasers, and uses option strategies (covered calls and collars) to manage concentrated positions.

Modera’s combination of enterprise‑scale advisory operations (roughly $17.7 billion in regulatory AUM and over 100 advisors) with an in‑house accounting/tax capability is uncommon among peers. The firm also pairs traditional investment management with ancillary services — including business coaching, some advisers serving as personal trustees, and automated class‑action claim filing through a third‑party provider — creating an integrated adviser/accountant service model that is atypical at this scale.