Modera Wealth Management, LLC

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Modera Wealth Management, LLC We strive to deliver sophisticated, fee-only wealth management in a highly personal way. As a fiduciary, Modera is legally bound to act in your best interest.

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. We provide you with the objective advice and ongoing care and attention you need to feel confident in your financial future.

A great mix of Modera team members are connecting with colleagues, sharing ideas and gaining fresh perspectives at the -...
10/16/2026

A great mix of Modera team members are connecting with colleagues, sharing ideas and gaining fresh perspectives at the -association-of-personal-financial-advisors National Conference in Atlanta this week!
It’s energizing to spend time with professionals who share a passion for financial planning that puts clients first. We’re excited to be part of a community that shares these values.

Photos: Mike Gibney, Modera wealth manager and NAPFA board chair, welcoming the conference crowd and recognizing Cheryl Holland, CFP® for her leadership; part of Modera’s clan at a NAPFA offsite event; Modera's Dina Megretskaia, CFP® on stage talking estate planning

Curious about what's driving today's markets and what investors should be paying attention to next?Join Modera’s Quarter...
10/02/2026

Curious about what's driving today's markets and what investors should be paying attention to next?

Join Modera’s Quarterly Investing Webinar featuring CIO Gaurav Mallik and our investment team for an engaging conversation on the latest market trends, economic developments, and the forces influencing investment decisions today.

Sign up today to attend on October 29 at 1:00 EST.
https://hubs.la/Q04z2tJn0

On this monumental 9/11 anniversary, we remember the lives lost and forever changed 25 years ago. May this day continue ...
09/11/2026

On this monumental 9/11 anniversary, we remember the lives lost and forever changed 25 years ago. May this day continue to remind us of the importance of unity, compassion, and peace.

At Modera, team members in NYC helped pack meals for neighbors facing food insecurity this week — part of a nationwide effort to prepare more than 17 million meals across 51 cities. We’re proud to

As Labor Day approaches, we want to take a moment to recognize the hard work, dedication, and resilience of individuals ...
09/04/2026

As Labor Day approaches, we want to take a moment to recognize the hard work, dedication, and resilience of individuals and families across our communities.

📅 Please note that Modera’s offices will be closed on Monday, September 7, in observance of Labor Day.

We hope you enjoy a well-deserved day of rest and time with family and friends.
Happy Labor Day from the Modera team!

Tom Orecchio, CFA, CFP®, CEO, Wealth Manager & Principal at Modera, was recently featured in Family Wealth Report discus...
09/02/2026

Tom Orecchio, CFA, CFP®, CEO, Wealth Manager & Principal at Modera, was recently featured in Family Wealth Report discussing one of the wealth management industry's most talked-about developments: Vanguard's acquisition of Altruist and its potential impact on the RIA custodial landscape.

As the industry continues to evolve, Tom shares his perspective on what this move could mean for advisors, custodians, and investors alike.

Read the article: https://hubs.la/Q04w6LxQ0

Artificial intelligence is changing the way we work and communicate. Unfortunately, it's also changing the way scammers ...
08/31/2026

Artificial intelligence is changing the way we work and communicate. Unfortunately, it's also changing the way scammers target consumers.

We're pleased to invite you to our upcoming webinar, AI & Cybercrime: Inside the Modern Criminal's Playbook, featuring Jeff Lanza, retired FBI Special Agent and cybersecurity expert.

Jeff will share practical strategies to help protect yourself from today's evolving cyber threats, including:

✔️ AI-driven scams, phishing attempts, text fraud, and identity theft
✔️ How criminals use psychology and manipulation to gain trust
✔️ Best practices for protecting personal and financial information
✔️ Simple habits that can help reduce your risk of becoming a victim
✔️ Jeff's three key principles for staying safe online: Slow Down. Use Logic, Not Emotion. Verify Before You Trust.

The session will conclude with a live Q&A.

📅 Thursday, September 24, 2026
🕐 1:00-2:00 PM ET

Register here: https://hubs.la/Q04v-9xL0

On Women’s Equality Day, it’s worth acknowledging that equality includes financial empowerment.Access to education, oppo...
08/26/2026

On Women’s Equality Day, it’s worth acknowledging that equality includes financial empowerment.

Access to education, opportunity, and resources plays an important role in helping women build security, exercise choice, and plan confidently for the future.

It’s a day to celebrate progress, honor those who have pushed for change, and continue supporting a more equitable future.

Click here to learn why August 26th is Women's Equality Day: https://hubs.la/Q04vnKfT0

Our 2027 Financial Planning Intern application window is opening soon!If you or someone you know would be interested in ...
08/25/2026

Our 2027 Financial Planning Intern application window is opening soon!

If you or someone you know would be interested in spending 10 weeks next summer with us, please reach out to [email protected] for more information. Modera's application window is September 1 - 30, 2026, and we'll start interviewing candidates in October.

Modera's summer internships are a great opportunity to:
- Discover what the day-to-day office life is like at an advisory firm
- Work on a group project in collaboration with other interns
- Learn applicable systems
- Gain optional Series 65 study time (coverage of Series 65 study materials & exam included)
- Attend industry & workplace roundtables
- Find out what it's like to work at Modera

The Modera summer 2027 internship period will be May 31, 2027 to Aug. 6, 2027.

August is National Make a Will Month — a helpful reminder that estate planning is about much more than drafting a will.E...
08/24/2026

August is National Make a Will Month — a helpful reminder that estate planning is about much more than drafting a will.

Estate planning is a coordinated system designed to help protect your wishes, support the people and causes you care about, and reduce complexity during an already difficult time.

While a will is an important foundation, it does not control everything. Many assets, such as retirement accounts, life insurance, and jointly owned property, pass by beneficiary designation or account titling. That’s why effective estate planning requires more than documents alone; it requires alignment.

For a helpful overview of the key components of estate planning, check out this article on our website: https://hubs.la/Q04v472f0

Learn more by reaching out to an advisor today! https://hubs.la/Q04v3_Ht0

08/19/2026

In case you missed our Q2 2026 Investor Insights Webinar, our investments team, featuring our new CIO, Gaurav Mallik, discussed how the markets are reacting to the noise around us and what it all could mean in the coming weeks.

Gaurav’s insights further strengthen Modera’s enlightened investment management and planning strategy.

To watch the full webinar, click here: https://hubs.la/Q04txPn20

Address

Westwood, NJ

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm

Telephone

+12017684600

Website

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