Physician's Wealth Manager
  • Tom Orecchio, CFA, CFP, ChFC, CLU, AIF, Thursday, December 22nd 2011
    A carefully planned gifting program can help you achieve personal aspirations, but it also reduces one’s estate and thus minimizes the estate taxes that your heirs may have to pay upon your death.
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.
ARCHIVES