Modern-Wealth LLC
Modern Wealth LLC, located in Sarasota, FL, specializes in comprehensive financial planning with a focus on protecting what matters most to clients, whether it's family, lifestyle, or business aspirations. The firm emphasizes guiding clients through their financial journeys to ensure their goals and values are prioritized.
Led by founder Jennifer Lee, Modern Wealth brings together a diverse team committed to being personal advocates for clients, offering ongoing coaching and support to navigate life's financial peaks and valleys. The firm views finance as a means to express care and consideration for loved ones, preparing for both present and future needs.
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