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Modera Wealth Management

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Phone

+1 704-358-3322

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Service Number

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Fax Number

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Last Updated On

Sep 19, 2025, 3:11:14 AM

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6101 Carnegie Blvd., Suite 220

28209CharlotteNorth Carolina

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Listing ID

47483335

About Modera Wealth Management

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.

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Opening Hours

Monday

8:30 AM - 5:00 PM

Tuesday

8:30 AM - 5:00 PM

Wednesday

8:30 AM - 5:00 PM

Thursday

8:30 AM - 5:00 PM

Friday

8:30 AM - 5:00 PM

Saturday

Closed

Sunday

Closed

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