A first conversation with Modera Wealth Management is a chance to lay out your RSUs, options, ESPP shares and the one stock that outweighs everything else, and to see whether a wealth advisor fits. The request form is the way to start it; the office sits at 724 300 East, Salt Lake City, UT 84111, United States.
After you send the form, someone from our team usually reads it and writes back to set up a time. You pick a video call, a phone call or a visit to the office. The meeting is a working conversation, and nothing is sold or signed in it.
Hours are by appointment, so there is no walk-in window to plan around.
From first message to first meeting in four steps
Keep the form short. Two or three lines about your situation are plenty.
- Send the request form with a few details
- Our team usually replies with times to choose from
- Share a vesting schedule and recent statements if you have them
- Meet by video, phone or at the office
Bringing a spouse to the first conversation at 40
Company stock is often a household question, so a spouse, partner or adult child is welcome on the call. If one of you holds the grants and the other runs the budget, having both there saves a second explanation later.
- Spouse or partner can join the same call
- An adult child or parent can sit in too
- Mention who is coming in your form
Where your form details go
What you type into the form is used to answer you and prepare for the meeting. Leave out account numbers, passwords and Social Security numbers; we never need them to schedule a talk. A rough share of your net worth in one stock is more useful than exact balances.
- Share ranges, not account numbers
- Skip passwords and ID numbers
- Add the employer stock you hold, if you like
Meeting from your desk or in Salt Lake City
Modera Wealth Management works with people all over the country, mostly on screen-share calls where we can look at the same vesting statement together. Prefer a handset? Phone works. If you're near Salt Lake City, you can come to the office instead.
Modera Wealth Management contact details
Modera Wealth Management, Inc.724 300 East, Salt Lake City, UT 84111, United States
Serving
All 50 states, with meetings by video or phone, plus our Salt Lake City office.
Your questions about Modera Wealth Management, answered
Can I ask one question about my RSU vesting without becoming a client?
Yes. You can use the first conversation to ask a single question, such as how a large vest will be taxed, and leave it there. Becoming a client is a separate step, and the firm's minimum is $500,000 in investable assets. Fees are set out in a written agreement before any work starts.
Can my spouse join the call if we hold different employer stock?
Yes. Many couples hold stock from two employers, so both are welcome on the same screen-share or phone call. Tell us in the request form who will attend. The cost of the first meeting is covered in a written agreement before any work starts, and hours are by appointment.