Modera

Siim Vips is the CEO of Modera. To contact Siim Vips email at [email protected] or [email protected]. Or you may call +372.6505505, +372.6144544, +46.701044800, +372.6505500 or +372.56623023

The decision makers in Modera are Aleksander Murisep Acca, Janek Pruemmel, Kristjan Vaga, etc. Click to Find Modera decision makers emails.

Modera provides a comprehensive range of services including financial planning, investment management, and retirement planning. They focus on delivering personalized financial strategies tailored to individual client needs, ensuring that each client receives the attention and expertise necessary to achieve their financial goals.

Modera specializes in serving a variety of industries, including healthcare, technology, education, and non-profit organizations. Their team is equipped to understand the unique financial challenges and opportunities within these sectors, allowing them to provide tailored solutions that meet the specific needs of clients in these industries.

Modera adopts a holistic approach to financial planning, which involves assessing a client's entire financial situation, including income, expenses, assets, and liabilities. They work collaboratively with clients to set realistic financial goals and develop a strategic plan that encompasses investment strategies, tax planning, and risk management to help clients achieve their objectives.

Yes, Modera offers specialized retirement planning services. Their team helps clients navigate the complexities of retirement savings, including 401(k) plans, IRAs, and Social Security benefits. They provide guidance on how to maximize retirement income and ensure that clients can maintain their desired lifestyle throughout retirement.

Modera's investment philosophy is centered around a disciplined, long-term approach to investing. They emphasize diversification, risk management, and aligning investment strategies with clients' specific financial goals and risk tolerance. The firm utilizes a combination of active and passive investment strategies to optimize returns while managing risk.

To get started with Modera's services, potential clients can visit their website and fill out the contact form or call their office directly. A member of the Modera team will reach out to schedule an initial consultation to discuss your financial needs and how their services can help you achieve your goals.