Modern-Wealth, LLC is an independent advisor to people in financial transition. Founded by Jennifer Lee AIF®, AWMA®, Modern-Wealth has found that a relationship with an advisor is most critical at the intersections in life where emotions collide with financial events. Whether you are experiencing divorce, a business client expanding or selling your operation, or a couple wanting to make sure they have provided for their family, Modern-Wealth may be a good fit. We are passionate about building long-lasting relationships with our clients and digging deeper to understand what drives them. 
We support the new direction of your life by aiding you in developing and clarifying what you want your money to do for you. Together we strategize, navigate and ultimately, develop a unique and comprehensive plan to assist you in communicating your values to the most important people in their lives.

Let’s have a meaningful conversation.

Modern-Wealth, LLC

Org chart

Teams

Offices