Modera Wealth Management

Bill has over two decades of experience specializing in comprehensive wealth management for both business owners and multigenerational families. His interest lies in crafting tailored solutions that address the unique challenges faced by entrepreneurs and complex family dynamics. For business owners, Bill offers a holistic approach that integrates personal and business financial planning, including strategies for succession, tax optimization, and risk management. For multigenerational families, he focuses on creating cohesive financial plans that preserve and grow wealth across generations, encompassing estate planning and tax-efficient wealth transfer strategies. Bill is dedicated to providing personalized guidance to help clients achieve their financial goals and create a stable future for their families.