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Stephanie Helen Spies

Modera Wealth Management, LLC

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About Stephanie Helen Spies

Stephanie Helen Spies is a financial advisor who has been registered with the state of New Jersey since April 2019. Stephanie is a Certified Financial Planner™ and works for Modera Wealth Management, LLC. Stephanie has a series 65 license. Stephanie has experience with financial planning, pension consulting, and portfolio management for businesses and individuals. Stephanie currently works with high net worth individuals, charitable organizations, pension and profit-sharing plans, corporations or other businesses and individuals other than high net worth. Stephanie has experience working with clients including clients at ShopRite of Clinton, Merck, CohnReznick LLP, Ela Financial Group and Modera Wealth Management, LLC.

Firm Information

Stephanie Spies is currently registered with Modera Wealth Management, LLC. Modera Wealth Management, LLC is a fee-only registered investment advisor (RIA) headquartered in Westwood, New Jersey. The firm manages over $12 billion in assets for a variety of clients, including high-net-worth individuals, corporations, pension plans, charitable organizations, and individuals other than high-net-worth. Modera offers a range of advisory services, including financial planning, portfolio management, and pension consulting. They are committed to providing their clients with personalized and objective advice.
Modera Wealth Management, LLC

56 JEFFERSON AVENUE

WESTWOOD, NJ 07675

$12.53B

Assets Under Management

70

Total Clients

104

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Stephanie Spies’s Registration & Firm History

NJ

04/23/2019 - Present

Modera Wealth Management, LLC (WESTWOOD NJ)

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Licenses & Designations

IA

Issued 03/18/2019

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Stephanie Helen Spies.
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