Welcome to ModernWealthConcepts LLC, the "Family Wealth Planning" Firm You Can Trust
We provide comprehensive wealth planning and wealth management services carefully designed and delivered to meet the needs of affluent individuals and families. We help our clients maximize the effectiveness of their financial resources over time to achieve personal financial success.
We are delighted that you are considering us as a potential partner in working towards your long-term financial success. We welcome the opportunity to demonstrate a more effective way to manage your wealth.
As an independent practitioner in matters of personal finance, we can proudly say, "We work 100% for the benefit of our clients as a fiduciary". We do not sell investment products nor do we accept commissions, sales loads, or hidden fee arrangements of any kind as compensation for our services. Virtually all of the compensation we receive is paid to us directly by our clients. Therefore, we have no divided loyalties.
We believe our fee-based compensation model and client centered approach is the most effective way to provide our clients the level of transparency and objectivity required to be considered their most trusted adviser.
Our clients are not required to move their assets in order to work with us. Clients are free to use their current custodian, our preferred custodian, or employ multiple custodians.
Please feel free to contact me directly if you would like to learn more about our services. I look forward to meeting you. I am confident we will earn the opportunity to work closely with you over time as your partner in financial success.
Sincerely,
Keith M. Donnell MBA, CFP®
keith.donnell@modernwealthconcepts.com
Company Details
- Employees
- 3
- Founded
- -
- Address
- 261 Old York Rd,
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- modernwealthconcepts.com
- Keywords
- Financial Planning, Investment Management, Estate Planning, Retirement Planning, Financial Advising.
- HQ
- Jenkintown, Pennsylvania
- Competitors
- Gloria Avenue Partners, Grant McCarthy Group, LLC, CLELIAN HEIGHTS ENDOWMENT FOUNDATION, YORK COUNTY 4-H ENDOWMENT, NORTHERN CHILDRENS ENDOWMENT FUND, Friends Fiduciary Corp, TEMPLE BETH EL OF ALLENTOWN PA ENDOWMENT FOUNDATION, Structured Asset Management, Inc., Modern Wealth Concepts, BenefitWorks.
Modernwealthconcepts Llc Questions
Modernwealthconcepts Llc's website is modernwealthconcepts.com
Modernwealthconcepts Llc's LinkedIn profile is https://www.linkedin.com/company/modernwealthconcepts-llc
Modernwealthconcepts Llc has
3 employees.
View email and phone details for 3
employees at Modernwealthconcepts Llc.
Modernwealthconcepts Llc's industry is
Financial Services
Modernwealthconcepts Llc's top competitors are
Gloria Avenue Partners,
Grant Mccarthy Group, Llc,
Clelian Heights Endowment Foundation,
York County 4-H Endowment,
Northern Childrens Endowment Fund,
Friends Fiduciary Corp,
Temple Beth El Of Allentown Pa Endowment Foundation,
Structured Asset Management, Inc.,
Modern Wealth Concepts,
Benefitworks.
Modernwealthconcepts Llc's categories are Financial Services
Modernwealthconcepts Llc's founding year is 2010
