Of all the virtues that clients look for in their independent advisors, continuity might be the most critical. It makes sense: How can a high-net-worth family trust a firm with its money if the principals are not clear about who they are and why they exist?
Modera Wealth Management, a recently enlarged independent wealth management firm, is a familiar name to some high-net-worth families in New Jersey, one of the 11 wealthiest states in the U.S. Since Jan. 1, it started to be a known name to rich families in the Boston area, too, after the firm merged with the former Back Bay Financial Group.
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