Business Details
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 a full suite of wealth management services including financial planning, tax planning and preparation, risk management, and estate planning.
Where is Modern Wealth Management located?
Modern Wealth Management is located at 211A NW Executive Way, Lee's Summit, MO 64063, USA.
What are the business hours of Modern Wealth Management?
The office is open Monday to 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 +1 816-554-3736 or by email at info@modwm.com.
What is the goal of Modern Wealth Management?
Their goal is to reimagine the delivery of financial advice by anticipating clients' needs at every life stage, providing confidence, freedom from financial stress, and more time to enjoy life.
Does Modern Wealth Management have a website?
Yes, their website is https://modwm.com/ where you can find more information and resources.
Which nearby legal services could assist clients of Modern Wealth Management with legal matters?
Nearby legal services include The Law Office of Michael R. Taylor, Carter & Putnam, and Traci Fann, offering help with criminal defense, DUI law, and other legal needs.
Are there local real estate professionals near Modern Wealth Management?
Yes, there are numerous real estate agents nearby such as Dennis Lyon, The Lyon Realty Team at Platinum Realty, Cynda Sells Realty Group, RE/MAX Heritage, and others who can assist with property buying and selling needs.
What nearby medical services are available around Modern Wealth Management for clients' health needs?
Clients can find medical services nearby including Renova Medical Center, Advanced Dental Associates, Kelly Rodgers Suchman DDS, Dialysis Clinic Inc, and HML Chiropractic & Functional Care.
How might customers combine a visit to Modern Wealth Management with local real estate services?
Since there are many real estate agencies nearby, clients considering financial planning for home purchases can conveniently consult with both Modern Wealth Management and real estate experts like Dennis Lyon or Olanda Nicholas Real Estate in one area.