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Charles S. Roberson, CFP®, CLU

Modera Wealth Management, LLC

56 Jefferson Ave
Westwood, NJ 07675
Phone: (201) 768-4600
Fax: (201) 768-1111

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Household Income Minimum: $0
Investable Asset Minimum: $1,000,000

Specialties
  • Comprehensive Financial Planning
  • 401(k)/403(b)/IRAs
  • Asset Allocation
  • Estate Planning
  • Investment Management
  • Mutual Funds
  • Insurance
  • Retirement
  • Stocks & Bonds

 

How Planner Charges

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.