ModernWealth

Investment Bank/Securities Brokerage
Sarasota FL
2 employees
Investment Management

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Company Overview

Headquarters: 6710 Professional Parkway W, Suite 201B, Sarasota FL

Website: modern-wealth.com

Phone: (941) 251-0510

Employees: 2

Founded in: 1997

Industry: Investment Bank/Securities Brokerage

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Financials & Stats

Revenue

$3B

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Who is ModernWealth

Modern-Wealth, LLC, is an independent financial advisor firm located in Sarasota, Florida. Founded by Jennifer Lee, the firm specializes in serving clients navigating significant life transitions. Modern-Wealth provides financial guidance and support to individuals facing various situations, including divorce, business expansions, sales, or estate planning. Their focus lies on understanding client motivations and building long-lasting relationships. The firm emphasizes personalized strategies and comprehensive plans tailored to individual client needs and values. Interested individuals can connect with Modern-Wealth through their website, modern-wealth.com, to schedule a consultation.

ModernWealth Industry Tags

High Networth Women in Financial Transition

Successful Professionals in Transition

Established Business Owners - Succession Planning

Wealth Transfer

Investment Bank/Securities Brokerage

Management Investment

Open-ended

Investment Management

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FAQ

What is the location of ModernWealth's headquarters?

The headquarters of ModernWealth are situated at 6710 Professional Parkway W, Suite 201B, Sarasota FL

What is ModernWealth's phone number?

ModernWealth's contact number is (941) 251-0510.

What is ModernWealth's official website?

The official website of ModernWealth can be found at modern-wealth.com.

What is ModernWealth's current revenue?

As of October 2016, ModernWealth's annual revenue reached $3B.

How many employees does ModernWealth currently have?

ModernWealth employs approximately 2+ people as of October 2016

Which industries is ModernWealth primarily operating in?

ModernWealth operates in the following industries: Investment Management

What are ModernWealth's industry tags?

ModernWealth's industry tags include: High Networth Women in Financial Transition, Successful Professionals in Transition, Established Business Owners - Succession Planning

When was ModernWealth founded?

ModernWealth was founded in 1997.

Employee Directory

Key Employees

Jennifer Lee

Owner

Phone Email

Linda Parisi

Financial Advisor

Phone Email