Physician's Wealth Manager
  • Tom Orecchio, CFA, CFP, ChFC, CLU, AIF, Wednesday, September 28th 2011
    Owning a second home can be a dream come true. Just make sure that you consider some of the other baggage that may come along before packing for your next vacation to your new home.
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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