Keatley Wealth Management Has Merged with Modera Wealth Management
January 17, 20205 min
Keatley Wealth Management (KWM), an independent, fee-only financial advisory firm located in Charlotte, NC, has joined Modera Wealth Management. The merger was official as of January 1, 2020. This merger further strengthens both firms’ already robust capabilities in offering fee-only financial planning and investment management. The entire Keatley Wealth Management team has joined Modera. And while they continue to serve clients out of their Colony Road office, they now have access to additional resources, including...
