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.