Modus Wealth Management is a boutique, full-service wealth management firm that provides a high-quality concierge client experience. We partner with our clients for the long term and strive to do everything in our power to liberate them from financial worry. Providing financial services is one of the noblest professions because of the opportunity afforded to us to help our clients and their families.
Securities offered through LPL Financial. Member FINRA/SIPC finra.org sipc.org. Investment advisory services offered through NewEdge Advisors, LLC, a registered investment adviser. NewEdge Advisors, LLC and Modus Wealth Management are separate entities from LPL Financial.
NewEdge Advisors, LLC (“NewEdge Advisors”) is a registered investment advisor. Advisory services are only offered to clients or prospective clients where NewEdge Advisors and its representatives are properly licensed or exempt from licensure. This website is solely for information purposes. Past Performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by NewEdge Advisors unless a client service agreement is in place.
Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.
The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Company Details
- Employees
- 2
- Founded
- -
- Address
- 3414 Duck Ave,
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Keywords
- Financial Planning, Investments, Wealth Management, Life Insurance, College Savings, Estate Planning Considerations, Long Term Care Insurance, Business Owners.
- HQ
- Key West, Florida
Modus Wealth Management Questions
Modus Wealth Management's website is http://www.moduswealthmanagement.com
Modus Wealth Management's LinkedIn profile is https://www.linkedin.com/company/modus-wealth-management
Modus Wealth Management has
2 employees.
View email and phone details for 2
employees at Modus Wealth Management.
Modus Wealth Management's industry is
Financial Services
Modus Wealth Management's top competitors are
Whitefield Wealth,
Capstone Financial,
Edward Asset Management Llp,
Hottinger,
Spinningfields Wealth Management,
Modus Wealth Management,
Hottinger Group,
First Equitable,
Capstone Financial Advisors Inc.,
Parker Kelly Financial Services Ltd.
Modus Wealth Management's categories are Financial Services
Modus Wealth Management's founding year is 2023
