Andrew and Jason originally co-founded Modern Wealth Management as a way to extend their service offerings to clients.   With over thirty years of combined experience, specializing in investments and retirement planning, they wanted to make the client experience the ultimate priority – free from restrictive corporate policies and mandates.  They began developing their vision of an ideal firm on a whiteboard and diligently working to make this dream a reality.  Through extensive research and sweat equity Modern Wealth Management is now an independent firm. 

This huge step has allowed Modern Wealth Management to tailor the company’s services toward those who value holistic financial planning; the process of accounting for a client’s entire financial life within their financial plan.  This means encompassing a wide range of solutions involving investments, insurance, and alternative strategies for creating income, managing debt, tax efficiency, estate planning, and more.  With the creation of Modern Wealth Management, the focus is to assist clients throughout their entire financial life, ensuring that they can not only live comfortably now but know they have a plan for their future.

FEATURED CONTENT

Curated articles, videos, and more for a financially savvier you.