Discover Our Advantage Offerings
The Advantage Offerings are Modern Wealth Management’s core service offerings that connect the disparate elements of your finances into one financial plan. They include connected services that work together to build a coordinated, goal-driven financial plan.
Investment Management
Designing portfolios aimed at managing risk, tax-efficiency, and aligning with your financial goals.
Tax Planning
Strategies to reduce liability and optimize income timing.
Estate Planning
Tools to secure your legacy and protect your assets.
Insurance Planning
Coverage that protects your lifestyle and adapts to change.
Specialized & Additional Services:
We also offer specialized services for business owners, police, fire, military personnel, and more:
Company Retirement Plan Services
If you’re a business owner, Modern Wealth offers third-party administration and advisory services for retirement plans, ensuring compliance, investment oversight, and employee education to improve outcomes, reduce risk, and support business growth.
Public Safety Financial
Proudly serving those who serve. We support first responders, government employees, military personnel with retirement planning, including DROP, pensions, investments, education, and more, backed by the Advantage Offerings.
While the above are our key Advantage Offerings, we also provide services across the following areas :
- Retirement income planning
- Social Security planning
- Spending planning
- Charitable giving strategies
- Portfolio lending
- Cash management
- Health Care planning.
Understand your Modern Confidence Score
You don’t have to manage your finances alone. You don’t have to settle for uncertainty. The Modern Confidence Score is a simple tool that helps you understand your financial readiness across each Advantage Offering.
- Through a short questionnaire, you receive a snapshot of your confidence level, whether you’re just starting, gaining momentum, or already enjoying confidence in your financial plan.
- The Modern Confidence Score helps to provide clarity and direction, so you, your loved ones, and your advisor, can prioritize your next steps and stay connected to your financial goals.
Ready to get started? Connect with our Concierge Team to get your Modern Confidence Score and begin building your financial future.
Here to Support Your Financial Confidence
Our financial advisors are supported by a team of professionals that specialize in taxes, estate, insurance, and investments, collaborating on each your behalf.
Elevate Your Practice by Partnering With Us
Financial Education & Insights
We believe true financial confidence comes from understanding your wealth. Stay informed with our latest resources tailored to your financial journey.
Want to stay informed?
Subscribe to our Monthly Modern Advantage Newsletter for tips, updates, and insights tailored to your goals.