Joseph Capital Has Merged!
We are pleased to announce that effective July 1, 2014 we have merged with Modera Wealth Management, LLC ("Modera"), an independent, fee-only wealth management firm with offices in Westwood, N.J., Boston and Atlanta. The merger brings together two growing firms that share a common set of values and wealth management philosophies. Both share a deep dedication to being a fee-only fiduciary, providing objective advice in the best interests of our clients, remaining independent and continuing to deliver exceptional service.
The resources and expertise we can provide to our clients is enhanced; the combined group results in a team of 43 employees, including 22 holding the CFP designation, 3 with the CFA designation, 3 CPAs, 2 having PFS designations, one JD, a CTFA and one Enrolled Agent. Along with your current wealth management team, we may, depending on your needs, introduce other specialists in our expanded group.
The name “Modera” stands for “to manage, to moderate,” with various roots in Latin, Italian and Spanish. Given that we are creating long-term financial plans and managing assets for the long-term with emphasis on risk management, the name Modera embodies our core beliefs. It is modern, up to date, always looking forward, yet grounded in the principle of “take no more risk than one needs to achieve one’s goals.”
Please click here to be redirected to the ModeraWealth.com website. If you would like to have a conversation about the merger, please do not hesitate to reach out to us.
We are so grateful for the trust and confidence of you, our clients. We look forward to continuing to serve you and your families in the years ahead.
John J. Ceparano, CFP®, CPA/PFS, M.Tax
Michael J. Tringali, CFP®, CPA/PFS
Sally Long, CFP®, CTFA
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