YOUR SUCCESS. YOUR LEGACY.
YOUR ACCOUNT

Feel free to check our work anytime you like here in our Modernize Wealth client center.

Use the links below to login to your client dashboard for account information, statements, financial plan and more! If you need help or have any questions, don’t hesitate to reach out. You can talk to us at 480.346.1283 or email us at hello@modernizewealth.com.

Wealthscape Login

WEALTHSCAPE®

Through Wealthscape®, you are able to:

  • View your account information
  • View statements
  • Access features such as bill pay

MODERNIZE MONEY GUIDE ELITE PORTAL

Modernize Wealth Planning Portal Login

MODERNIZE PLANNING PORTAL

Through the Modernize Planning Portal, you are able to:

  • Organize all accounts across your entire financial life
  • Monitor all investments
  • View your complete financial plan
  • Set all your financial goals
  • Track all spending
  • Create and manage your budget
  • Track all accounts through our mobile platform