Physician's Wealth Manager
Tom Orecchio, CFA, CFP, ChFC, CLU, AIF
Thomas A. Orecchio, CFA, CFP, ChFC, CLU, AIF is principal and wealth manager at Modera Wealth Management in Westwood,NJ. From portfolio management and tax planning alternative investments and estate planning, Tom assists physicians through truly comprehensive wealth management. Mr. Orecchio can be reached at TomO@ModeraWealth.com.
In the past, the conservative investorâ€™s needs were met with a portfolio of bonds. These investors did not have to worry about the volatility of stocks because their portfolios were immune to the inherent, and sometimes severe, gyrations of the stock market. In today's economic environment, things are quite different.