Physician's Wealth Manager
- After the stock market's strong end to 2009, and its initial gains earlier this year, fear and uncertainty is gripping investors once again. As usual, many are turning to financial experts for insight on when the carnage might end. But as Tom shows, these forecasts often turn out to be dead wrong.
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.
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.