What We Do

Investment Process

Our disciplined investment process is top-down and bottom-up with an emphasis on long term “value” investing. Essentially, what this means is that we rely on macroeconomics, government policy and security analysis to set asset allocation for clients. We select investments and securities based on fundamental analysis, intrinsic value and potentially discounted opportunities. Since we are independent, our approach is truly client-centric.

Wealth Management Process

Our objective is to create a unique and differentiated process that amalgamates the important things in our clients’ lives like health, family, career, and their financial life. The investment plan (eMoney) created for clients will include Monte Carlo Simulation, cash flow analysis, estate planning strategies, and tax-efficient strategies. Joe Modica will manage client portfolios that are designed for income, growth, and capital preservation. We are committed to our clients and we define success by our clients’ success.

Wells Fargo Advisors Financial Network does not provide legal or tax advice.