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The Crimmins Wealth Management, LLC team has joined Modera Wealth Management, LLC.

Modera
Roots of wealth

The Crimmins Wealth Management, LLC team has joined Modera Wealth Management, LLC.

We are excited to announce that Dan Crimmins and Mary Ellen Davis of Crimmins Wealth Management, LLC have officially joined forces with Modera Wealth Management, LLC.

Crimmins Wealth Management and Modera share the same investment approach and wealth management philosophy, and both firms are dedicated to providing independent, fee-only advice to our clients. We believe joining Modera will enhance the resources and expertise we can provide you while still maintaining the personalized relationship you have come to expect from us.

We will serve our clients from the Modera Westwood, NJ office, located at 56 Jefferson Avenue, Westwood, NJ 07675. In addition, Modera has offices in Massachusetts, New Jersey (Westwood and Morristown), New York, Pennsylvania, Virginia, North Carolina, Georgia, and Florida.

The phone number to reach us is unchanged: (201) 785-7660.

Please click here to access the Modera website or wait to automatically be redirected.

The foregoing content reflects the opinions of Crimmins Wealth Management and is subject to change at any time without notice. Content provided herein is for informational purposes only and should not be used or construed as investment advice or a recommendation regarding the purchase or sale of any security. There is no guarantee that the statements, opinions or forecasts provided herein will prove to be correct. Past performance may not be indicative of future results. All investing involves risk, including the potential for loss of principal. There is no guarantee that any investment plan or strategy will be successful.