Physician's Wealth Manager

403(b) Plans: Participate or Not?
Tom Orecchio, CFA, CFP, ChFC, CLU, AIF, Thursday, June 30th 2011
403(b) plans aren't simply an equivalent to 401(k) plans and you might decide that participate in your company's 403(b) is not for you.
My Summer Reading List
Tom Orecchio, CFA, CFP, ChFC, CLU, AIF, Wednesday, June 1st 2011
Memorial Day Weekend marks the unofficial beginning of summer so I thought for this next posting, it would be fun to share a few books that are on my own summer reading list this year.

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.