About
Financial PlannerTax ConsultantTax Preparation ServiceEstate Planning AttorneyInsurance Consultant
At Modern Wealth Management, our goal is to reimagine the delivery of financial advice. We are designed to anticipate the needs of Americans at every stage of life by providing a full suite of wealth management services. The Modern Wealth Management team is built with experts specializing in financial planning, tax planning and preparation, risk management, estate planning, and more.
Providing our clients with the confidence that they’re doing the right things with their money, the freedom from financial stress, and the time to spend doing the things they love is what we care about. Confidence, freedom, and time.
Location
Hours
Frequently Asked Questions About Modern Wealth Management
What services does Modern Wealth Management offer?
Modern Wealth Management provides financial planning, tax planning and preparation, risk management, estate planning, and more to help clients at every stage of life.
Where is Modern Wealth Management located?
Modern Wealth Management is located at 13550 W 95th St, Lenexa, KS 66215, USA.
What are the business hours of Modern Wealth Management?
Modern Wealth Management is open Monday through Thursday from 8:00 AM to 5:00 PM, and Friday from 8:00 AM to 3:00 PM. It is closed on Saturdays and Sundays.
How can I contact Modern Wealth Management?
You can contact Modern Wealth Management by phone at +1 913-393-1000 or via email at info@modwm.com.
When was Modern Wealth Management established?
Modern Wealth Management was established in 1995.
What categories of financial services does Modern Wealth Management specialize in?
They specialize in financial planning, tax consulting and preparation, estate planning, insurance consulting, and acting as estate planning attorneys.
Are there mortgage brokers near Modern Wealth Management?
Yes, nearby mortgage brokers include Jeremy Mercado, Brady Swindler, NS Home Loans, Corey Youngclaus LeaderOne Financial, Jesse Gearheart, Lori The Lender, and Stonegate Mortgage.
What insurance options are available near Modern Wealth Management?
Nearby insurance agencies include American Family Insurance and Tischer & Associates, which can complement your financial planning needs.
Are there community or nonprofit organizations near Modern Wealth Management?
Yes, nearby community services and nonprofits include the International Essential Tremor Foundation, Troop 6067 - Lenexa, Kansas, Adda Chapter #467, Order of Eastern Star, and SMUUCh FUUD Pantry.
What nearby places can I visit before or after my appointment at Modern Wealth Management?
You might enjoy visiting the Green Guitar Folk House music venue and bar for live music or Molloy’s Beauty Salon for grooming services. Both are conveniently located near Modern Wealth Management.