One Family Helping Another
Modernize Wealth Is …
… our family helping your family with information and guidance to make the right financial decisions comfortably and confidently.
We are a multi-generation business founded by John Hebert and managed with his sons, Brandon and Jeff. Our father and sons team sees clients as an extension of our family helping to gain clarity and confidence about your future. When working with Modernize Wealth, our clients receive three people, not one, who are fully invested in your success.