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Christopher Cory White is a financial advisor registered with Modera Wealth Management, LLC. Christopher Cory White is a Certified Financial Planner and has been with Modera Wealth Management, LLC since July 2014. Christopher Cory White is registered in Massachusetts and Texas and is a member of the firm's Boston, MA office. Christopher Cory White specializes in financial planning, pension consulting, and portfolio management for businesses and individuals. Christopher Cory White's firm, Modera Wealth Management, LLC, manages approximately $12.53 billion in assets for a variety of clients including high-net-worth individuals, charities, pension and profit-sharing plans, corporations, and individuals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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MA
06/05/2019 - Present
Modera Wealth Management, LLC (Boston MA)
Active
Inactive
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