Modern-Wealth, LLC is an independent advisor to people in financial transition. Founded by Jennifer Lee AIF®, AWMA®, Modern-Wealth has found that a relationship with an advisor is most critical at the intersections in life where emotions collide with financial events. Whether you are experiencing divorce, a business client expanding or selling your operation, or a couple wanting to make sure they have provided for their family, Modern-Wealth may be a good fit. We are passionate about building long-lasting relationships with our clients and digging deeper to understand what drives them.
We support the new direction of your life by aiding you in developing and clarifying what you want your money to do for you. Together we strategize, navigate and ultimately, develop a unique and comprehensive plan to assist you in communicating your values to the most important people in their lives.
Let’s have a meaningful conversation.
Company Details
- Employees
- 2
- Founded
- -
- Address
- 6710 Professional Parkway W,
- Industry
- Investment Management
- NAICS
-
Other Financial Investment ActivitiesPortfolio ManagementAll Other Financial Investment ActivitiesTrust, Fiduciary, and Custody ActivitiesMiscellaneous Financial Investment Activities
- Website
- modern-wealth.com
- Keywords
- High Networth Women in Financial Transition, Successful Professionals in Transition, Established Business Owners - Succession Planning, Wealth Transfer, Divorce, Sudden Money, Inheritance Planning, Retirement Planning, Coaching.
- HQ
- Lakewood Ranch, FL
Modern-Wealth, Llc Questions
Modern-Wealth, Llc's website is modern-wealth.com
Modern-Wealth, Llc's LinkedIn profile is https://www.linkedin.com/company/modern-wealth-llc
Modern-Wealth, Llc has
2 employees.
View email and phone details for 2
employees at Modern-Wealth, Llc.
Modern-Wealth, Llc's industry is
Investment Management
Modern-Wealth, Llc's top competitors are
Unblinded,
American Century Investments,
Epic Retirement Plan Services,
Definiti Llc.
Modern-Wealth, Llc's categories are Investment Management
Modern-Wealth, Llc's founding year is 1997
