Physician's Wealth Manager
- New “hybrid” long-term care insurance policies offer the benefits normally associated with an annuity or life insurance, plus protection against long-term care expenses. Even better: Funds distributed from these policies are now tax-free.
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.