Physician's Wealth Manager
- My advice to investors is to think holistically about your portfolio. In other words, you don't own stocks in a vacuum. You own them in the context of your overall portfolio. Take a look at your collection of stocks and/or mutual funds and examine how they interact. If they all move in the same direction, your portfolio is not as diversified as it should be. That is true for all of your asset classes, not just stocks.
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.