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Individualized Financial Strategies

Designed with Your Distinct Vision in Mind

We help…

Women looking for a personal financial partner as they navigate major life events.

Individuals, couples & families wanting to bring direction to their finances.

Whatever life chapter you’re in, our financial planning process helps discover what matters most to you and create a financial backdrop to support your future.

Your finances should be structured to fit your purpose and passions.

Holistically caring for your wealth through the following services:

Income Strategies

  • Dividend paying equities
  • Variable, fixed indexed and fixed annuities
  • Alternatives to traditional fixed income vehicles2
  • Inflation-indexed income strategies
  • Managed Accounts

Financial Strategies

  • 401k and traditional, Roth IRA, SEP & SIMPLE IRA
  • 529 college savings plans and Coverdell savings
  • Endowments and endowment management
  • Custom portfolio management

Estate and Trust Planning

  • Complimentary trust reviews1
  • Irrevocable trust management1
  • Generational skip trust asset management1
  • Survivor benefit planning

Advanced Planning & Tax Strategizing

  • Deferred sales trusts & 1031 exchanges3
  • Estate equalization
  • Qualified opportunity zones

Protection Planning

  • Homeowners and auto Insurance
  • Renters insurance
  • Home warranty
  • Umbrella policies
  • Life insurance

What changes do I need to make to reach my goals?

Maybe you want to retire early, pay for your kids or grandkids’ college, or you simply want to know your finances are healthy. Whatever aspirations you have in mind, we can help.

Working Together,

Let’s Focus Your Finances

Preparing for the journey ahead requires adequate planning. Team up with us to create the purposeful strategy you need—the first step is reaching out to get to know each other.

Schedule a Conversation

1 Trust Services offered through Dunham Trust or Advisors Private Wealth Trust a Trust Representative Office of National Advisors Trust Company, FSB (NATC). Modern Wealth Management and National Advisors Trust Company & Dunham Trust are not affiliated.

2 Product or Service must meet specific income and/or net worth criteria before investing.

3 Must be an accredited investor to invest in this strategy and/or product. Securities and advisory services offered through Centaurus Financial, Inc., Member FINRA and SIPC, A Registered Broker Dealer, Registered Investment Advisor Centaurus Financial, Inc., and Modern Wealth Management are not affiliated.

Schedule Time to Talk