WELCOME TO MODERNIZE WEALTH
A Wealth Management business built for the 21st Century.
IT'S TIME TO BUILD ON YOUR SUCCESS...
It’s time to create generational wealth for your family by working with wealth management specialists who can deliver innovative investment strategies and bespoke financial guidance. The technology-driven approach, mastered by our Modernize Wealth team, creates personalized investment solutions and planning strategies for successful families and businesses. For people just like you. Talk to us about how you can create financial security for your family today, tomorrow...and for future generations to come. Our goal is to modernize your wealth so you can…
MAKE YOUR SUCCESS YOUR LEGACY.
WEALTH MANAGEMENT SOLUTIONS
FOR YOUR BUSINESS | FOR YOUR FAMILY | FOR YOUR LEGACY
As a business owner, creating generational wealth for your family requires a financial strategy that integrates your personal and professional finances. To build a lasting legacy, your strategy will include a number of innovative tools and solutions designed to help you modernize your wealth. But to get optimal results, any tool needs to be wielded by an experienced professional. That's where we come in.
LET'S SCHEDULE A "GET TO KNOW EACH OTHER" MEETING!
Let's have a face-to-face conversation to learn more about each other! To see if our methodology and experience is a good fit for you, and if your situation is a good fit for us! Of course, there's no charge; we simply want to see how we can help you!
BUILDING MY LEGACY…WHERE DO I START?
To figure out how you get to where you want to be tomorrow, you need to know where you are today. The Modernize Wealth RoadMap is a flat-rate wealth management planning service designed to not only bring you clarity and a plan, but to give you a taste of how we work.
The RoadMap brings greater clarity to your current financial situation and give us a route to get you where you want to go. It’s perfect for independent professionals and businesses owners.
The RoadMap process is actually pretty simple. We have three one-hour meetings in 30 days. Our experience shows that’s all we need to get some clarity for both of us, and peace of mind for you.
WHAT'S IMPORTANT TO YOU?
First up, we will have a conversation to understand what’s most important to you, your family...and if you are a business owner, we want to know more about your company. We will get to know you and your needs. It’s really simple. You talk. We listen.
LET'S GET INTO THE DETAILS...
Next we get into the data download stage; a week or two later we ask you to gather and bring in all your statements and online account information to our second meeting. This is where we start to organize your finances, before we upload everything to your Modernize Wealth digital portal.
NAVIGATING YOUR ROADMAP
This is where we deliver your RoadMap, complete with directions, recommendations and timeline. The timeline is important – we always want you to know where you are headed, and to give you peace of mind that we are dealing with the most important things first.
For business owners who need more clarity on the business finances, we follow up with an Exit Planning strategy session to start the thinking around that process…even if the “Exit” itself is many years away.
If you're ready to get started, we are ready to help you. If your are a business owner, go left below...to get your family's future in order, go right!
YOUR WEALTH MANAGEMENT PARTNER
The RoadMap process is how we help you create a vision for your life for the coming years, and for your family's long-term future. Of course, our hope is that you allow us to work with you, as your partner, to implement your RoadMap through wealth management services and solutions, but there is no obligation. If you prefer you can take your RoadMap and navigate your own way to future success.