We are excited to announce that the team behind Young Money, Smart Money (Parsec Financial) is joining Modera Wealth Management. The combination creates one of the largest independent wealth management firms on the East Coast, with over $10.5 billion of AUM and over 180 employees across 14 offices between Massachusetts and Florida.
Due to the transaction, we need to take a quick break so that all proper compliance reviews can be conducted. We plan to relaunch June 1, 2023, at the latest.
The YMSM Team