When we sat down as a family and chose to name our firm Modernize Wealth, we did so with a clear perspective: to provide our clients with an exceptional wealth management experience that integrates your personal and business wealth management strategies to create a legacy for you and your family. Our goal is to be invested in your legacy, by offering you a truly innovative approach that is relatable, and evolves as you succeed.
We start by helping you develop a vision of where you would like to be in the future, and designing a financial plan to allow you to achieve your objectives for both your business and your family. We leave no stone unturned; we explore how to help you build your business, we work with you to design a financial plan to build real wealth, and to provide an exit strategy tailored to your goals.
As a family business ourselves, we are passionate about creating a legacy of wealth for future generations – to stand on your shoulders and lead meaningful, purpose-driven lives.
>Our innovated approach extends to all aspects: we sought to implement more advanced investment strategies, state-of-the-art financial planning tools, and creative risk management strategies to build, track and protect your family’s wealth legacy.
Let’s face it: bull and bear markets don’t last forever, and you need a strategy to cope with both types of markets. It isn’t enough to just gut it out when markets go south; you will need a strategy in place before the market plunges so you can take advantage of opportunities when others are panicking. It’s also critical to remember that bull markets come to an end; how you react will be based on whether or not you have a strategy in place to act in a rational manner when adversity sets in.
Our financial planning is built not just on your personal finances, but your business finances as well. We help you determine what your business value currently looks like in the market, and help you construct a plan to grow the value of the business so you can use it to create your legacy any way you see fit, based on your objectives and values.
Our families are the most important people in our lives. We spend our lives providing and caring for our families; we strive to provide the very best education for our children and instill our values so they can fulfill their dreams in life. As a family business, we recognize this and we have built our wealth management based upon this dream.