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Modera Wealth Management Expands Tax Practice with Ferrentino & Associates Transaction
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Subscribe05 SEP 2025 / M&A UPDATES
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Modera Wealth Management is expanding its in-house tax services with the acquisition of New Jersey-based Ferrentino & Associates, a firm specializing in tax planning and consulting for high-net-worth individuals and small businesses. Founder and CEO of Ferrentino & Associates, Gary Ferrentino, will become the director of tax services at Modera, integrating his team with the existing tax group and enhancing Modera’s unified planning strategy across investments, taxes, and estate strategies.
Modera Wealth Management has announced a transaction with New Jersey-based Ferrentino & Associates, expanding its in-house tax practice and strengthening its national platform. Ferrentino & Associates, led by founder and CEO Gary Ferrentino, speci...
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