Who we build relationships with...
A simple take on the all of the moving parts of the financial planning and investment world.
We believe wealth management is not just about defining goals but working together to put actions in place to achieve them.
Whether you are just starting out or in transition access to financial planning should be easy to access and help build a foundation for wealth. That’s why we created our wealth building program.
Through life’s ups and downs, Modernize Wealth is here with real-life wealth management services so you can easily and confidently make sense of your finances in today’s complex world.
To us, you’re not just a client. You’re a part of our family. That’s why we make it convenient for you to get the education and guidance you need to make important decisions as you grow your wealth.
Our financial services, resources and tools are optimized using modern technology that’s easy to use so it fits today’s fast evolving standards and busy lifestyles. Now you can stay on top of your finances no matter where you go – we’re just a Wi-Fi connection or phone call away. Plus we’ll make sure to stay in touch through regularly scheduled virtual or in-person meetings so you know where you stand financially every step of the way.
Modernized Wealth is a family-owned, multi-generational wealth management practice that has experience advising business owners, professionals, IT/Engineers and their families for over 25 years. Simply put – we’re in this with you for the long run. Whatever stage of life you’re in, the Modernize Wealth family is here to help you manage your wealth so you can live the life you desire today and everyday.
The time has come to implement growth strategies for your wealth in the 21st century. Welcome to Modernize Wealth.