Skip to content

When wealth innovates

A future prospers by design

Who we are

We serve advisors and investors in mitigating risk and facilitating growth.

Modern Wealth Associates is the advocate which connects advisors and insurance representatives to their clients’ overall financial strategy.  We are the nexus of financial stewardship who maintains a best-interest approach on behalf of your clients’ financial goals. For advisors, we promote independence, prosperity, and longevity. For investors, we champion transparency, risk management, and growth.

We offer a compliant, yet agile investing environment  

For us, compliance is an opportunity to serve your best interest

Are You Ready? Give Us A Call.




7780 Brier Creek Parkway
Suite 325, Raleigh, NC 27617


Toll Free: 800-440-0442
Fax: 919-800-3851

Securities offered through Modern Capital Securities Inc. Member FINRA/SIPC. Fee Based advisory services offered by Modern Capital Advisors, LLC an SEC registered investment advisory firms.
Fixed products are not available for solicitation in NC and SC.
The content contained herein is developed from sources believed to be providing accurate information. This material is not intended as tax or legal advice. Please consult tax or legal professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information and should not be considered a solicitation for the purchase or sale of any security.
© MWA. All rights reserved