Back Bay Financial Group Inc.

Description

Modera provides wealth management and portfolio management services to individuals, families, trusts, institutions and philanthropic organizations. The firm was founded in 2011 from the merger of two longstanding wealth management firms that shared a commitment to independence, objective advice, and transparency: Back Bay Financial Group, Inc. of Boston, MA and Modera Inc. of Westwood, NJ.

We provide in-depth advice and investment management services, including gifting, asset allocation, distribution strategies, and a diversified investment strategy, all designed to support the goals and objectives of the organizations we serve. We work closely with stakeholders so that portfolios are efficiently and effectively managed as well as to support their fiduciary responsibilities. We view a professional firm with the extensive resources and experience to manage and oversee an investment portfolio as a necessary consideration for any organization.

As a fee-only wealth management firm, Modera works with individuals, families, trusts, institutions, and philanthropic organizations to build customized plans and portfolios in their best interests. We provide objective advice, personal attention, and comprehensive resources to help our clients reach their unique goals. From financial planning to portfolio management, we understand the nuances of managing wealth and have been guiding generations of clients in making informed financial decisions.

We believe that consistency and stability are the cornerstones of success. Therefore, we take a long-term view with our client relationships. Through constancy of purpose and clarity of direction, we develop plans designed for you at every stage, now and into the future.

No two people are alike. No two plans are alike. Only after a thorough analysis of your unique set of goals and financial picture do we begin to develop wealth management strategies specifically tailored for you. Whether you are interested in planning for retirement, establishing a steady cash flow, or funding your grandchildren’s education, your plan is customized according to your varied needs and changing circumstances.

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