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.