Physician's Wealth Manager
  • Tom Orecchio, CFA, CFP, ChFC, CLU, AIF, Monday, April 30th 2012
    With investing, it’s better to aim for base hits rather than swing for home runs, but it’s also important to stay in the game.
AUTHOR BIO
Thomas A. Orecchio, CFA, CFP, ChFC, CLU, AIF is principal and wealth manager at Modera Wealth Management in Westwood,NJ. From portfolio management and tax planning alternative investments and estate planning, Tom assists physicians through truly comprehensive wealth management. Mr. Orecchio can be reached at TomO@ModeraWealth.com.
BLOG INFORMATION
Tom Orecchio examines the principles of wealth management and financial planning-from portfolio and tax management to alternative investments and estate planning-to help physicians achieve financial success.
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