Company Overview
- Website
- modern-wealth.com
- Phone
- (941) 251-0510
- Employees
- 2
- Founded in
- 1997
- Industry
- Investment Bank/Securities Brokerage
- SIC Code
-
6722 - Management Investment Offices, Open-end
Financials & Stats
Revenue
$3B
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
Companies Similar to ModernWealth
Analyze industry trends and opportunities by examining competitors and companies comparable to ModernWealth, including their performance metrics, financials, growth dynamics, and competitive benchmarks.
| Company Name | Revenue | Number of Employees | Location | Founded in |
|---|---|---|---|---|
| 3M | 12 | Atlanta, GA | 2009 | |
| 3M | 3 | New York, NY | ||
| 3M | 3 | New York, NY | ||
| 3M | 3 | New York, NY | 2008 | |
| 3M | 4 | New York, NY | 2013 |