We Do2019-02-01T02:03:34+00:00

Our Families Are In It Together

Financial Planning from a Family Perspective

Modernize Wealth is a family owned and operated business now on our second generation of financial advisors.

Modernize Wealth is for families and family businesses that are looking for a genuine relationship with a financial advisor. We work with families who are looking for someone who can provide trusted information and guidance when it comes to how best to save, spend, borrow and invest money. The role of a wealth advisor goes far beyond growing your account balances and we know that you have to start somewhere.

For that reason, we don’t have minimum balances and we have created services to help families at all stages. Whether you’re just starting out or transitioning to the next generation, we thank you for considering Modernize Wealth.

We’re Excited to Help You Experience Your Money Differently!

Financial Advisor, Planning and Wealth Management Services

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Financial Blueprint

The Financial Blueprint is a flat-rate service designed to help you get clear about where you are now and where you want to go. It’s perfect for professionals and businesses owners.

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Wealth Management

Modernize Management is our fee-based financial management service where rubber meets the road. We take the Financial Blueprint and put it into action!

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