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Freedom. Independence. Prosperity.

Clearing obstacles in the way of your success

We give you the platform for success. We empower you to invest in your staff and grow your book. We achieve this by dramatically reducing fees that stress your bottom line while providing the resources you need to create a better experience for both you and your client.

When it comes to compliance, Modern Wealth creates efficiencies where others create roadblocks. We invest in you so that you can invest in providing successful client outcomes.

Advisor Services Offered

Wealth Management
Estate Planning
Risk Management
Income Protection
Financial Management
Tax Strategies
Income Strategies
Business Succession Planning
Business Planning
To promote an agile investing environment

Open Architecture

To promote an agile investing environment

Our Five Foundational Promises

You own your book of business

True Independence

You own your book of business
Passed on to your business from our negotiations

Competitive Compensation

Passed on to your business from our negotiations
We market your business with efficiency

Advisor-Centric Compliance

We market your business with efficiency
Set your clients and your business up for success

Marketing, Education & Succession

Set your clients and your business up for success

See where a partnership with Modern Wealth can take your business

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Contact

7780 Brier Creek Parkway
Suite 325, Raleigh, NC 27617

 

Toll Free: 800-440-0442
Fax: 919-800-3851
info@modernwealthassociates.com

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.
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