Physician's Wealth Manager
  • By Tom Orecchio, Thursday, June 4th 2009
    Cash flow management is about managing the income flowing into the household against the money flowing out of the household, and you can’t do that unless you have an effective method of measuring both areas.
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.
ARCHIVES