Modera Wealth Management, LLC

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 ris

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

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

Taking the time to understand your finances, asking questions to better understand your situation, and making choices th...
08/14/2026

Taking the time to understand your finances, asking questions to better understand your situation, and making choices that support the life you want to build — these are the foundational steps and benefits of Financial Awareness.

At Modera, we believe everyone deserves to feel informed and empowered when it comes to their financial future. Are you looking for more support?

Learn more about "Common Financial Planning Mistakes: And how a strong plan can help you avoid them" https://hubs.la/Q04sH-8h0 or reach out to learn more about our advisors. https://hubs.la/Q04sHZvr0

You won't want to miss our next webinar. There's still time to register‼️Tomorrow is our next LiveWell with Modera educa...
08/12/2026

You won't want to miss our next webinar. There's still time to register‼️
Tomorrow is our next LiveWell with Modera educational webinar, “Mattering: Building Purpose, Connection & Identity in Retirement”

Thursday, August 13, 12:00–1:00 PM EST

We’re pleased to welcome Jennifer Breheny Wallace, leading researcher and author of the best‑selling book Mattering, for a practical and engaging 60‑minute webinar on how to build a retirement that feels meaningful, not just financially secure.

Jennifer will share insights from her research on the science of mattering, why it becomes especially important during major life transitions, and how retirees can create a “mattering plan” that supports identity, contribution, and connection in the next chapter of life.

What to Expect
A practical, 60‑minute session that covers:

⚡The science of mattering: what it is and why it shapes well‑being
⚡How retirement disrupts mattering: and why many people experience a mattering crisis
⚡Key ingredients that help us feel valued: based on Jennifer’s research
⚡How to build a personal mattering plan: roles, relationships, and contributions that support identity
⚡A dedicated Q&A segment to explore questions about meaning, purpose, and connection in retirement

🔗Register to Attend
Please register using the link below. If you can’t join live, we encourage you to register so you’ll receive a copy of the recording.
https://hubs.la/Q04syC2c0

We are excited for our next LiveWell with Modera educational webinar, “Mattering: Building Purpose, Connection & Identit...
08/05/2026

We are excited for our next LiveWell with Modera educational webinar, “Mattering: Building Purpose, Connection & Identity in Retirement”

Thursday, August 13, 12:00–1:00 PM EST

We’re pleased to welcome Jennifer B. Wallace, leading researcher and author of the best‑selling book Mattering, for a practical and engaging 60‑minute webinar on how to build a retirement that feels meaningful, not just financially secure.
Jennifer will share insights from her research on the science of mattering, why it becomes especially important during major life transitions, and how retirees can create a “mattering plan” that supports identity, contribution, and connection in the next chapter of life.

What to Expect
A practical, 60‑minute session that covers:
⚡The science of mattering: what it is and why it shapes well‑being
⚡How retirement disrupts mattering: and why many people experience a mattering crisis
⚡Key ingredients that help us feel valued: based on Jennifer’s research
⚡How to build a personal mattering plan: roles, relationships, and contributions that support identity
⚡A dedicated Q&A segment to explore questions about meaning, purpose, and connection in retirement

‼️Register to Attend
Please register using the link below. If you can’t join live, we encourage you to register so you’ll receive a copy of the recording.
https://hubs.la/Q04s0wJY0

05/29/2026

Today is 5/29, so we thought we would highlight 529 plans and the role they can play in helping families prepare for future education costs. With tax‑advantaged growth, flexible contribution options, and expanded uses beginning in 2026, a 529 can be an effective part of a well‑structured financial plan.

To mark the day, we’re sharing a piece that explains how 529 plans work and illustrates how steady monthly contributions can grow over time.
If you’re thinking about how education funding fits into your overall financial picture, we’re here to help you explore your options. #529

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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