Modern-Wealth, LLC

Modern-Wealth, LLC

投资管理

Lakewood Ranch,FL 117 位关注者

Our firm focuses on the complex & urgent needs of people in financial transition. Let's have a meaningful conversation.

关于我们

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.

网站
https://www.modern-wealth.com
所属行业
投资管理
规模
2-10 人
总部
Lakewood Ranch,FL
类型
个体经营
创立
1997
领域
High Networth Women in Financial Transition、Successful Professionals in Transition、Established Business Owners - Succession Planning、Wealth Transfer、Divorce、Sudden Money、Inheritance Planning、Retirement Planning和Coaching

地点

  • 主要

    6710 Professional Parkway W

    Suite 201B

    US,FL,Lakewood Ranch,34240

    获取路线

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