Overview

Our firm is Modern-Wealth, LLC located in Lakewood Ranch/Sarasota, FL. We are a boutique advisory firm looking to grow in a thoughtful manner. We are interested in purchasing a transitioning advisors assets and relationships. Additionally, we are open to converting a product oriented book into a fee based practice during purchase. Call us to discuss, ___-___-____x4.

We value long term relationships, synergy and efficiency. Our practice is primarily fee based. We are independent in both insurance(Life, DI, LTC, Annuities) and wealth management. We conduct financial plans as a guideline for our client strategies and on occasion as a resource for a more technical client.

Our firm currently has two advisors. Our collective credentials include: AWMA®, AIF® & JD. We have over 35 years of combined experience. We are active in our practice and in a growth mode.

We are interested in facilitating the conversion of commission based practices, joint venturing, and or simply purchasing a practice.

The current practice includes 60%+ clients who reside in MD & FL. We frequent the BWI airport in effort to serve our clients and to visit our families. We are open to regular travel for the right partnership.

Last Activity
within 2 months

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred

Third Party Money Managers

Blurred Blurred

Mutual Funds

Blurred

Variable Annuities

Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred
Resources
Loading...