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Integrity. Strategy. Opportunity.

Modern Wealth leverages insurance and securities to protect and grow your portfolio

Your goals are unique to the needs of your family. Modern Wealth works within these goals to provide creative solutions that will help secure your family’s financial future for generations to come. We work with advisors, insurance carriers, and financial institutions to ensure that your best interests are being served in your overall wealth and business succession strategy. From investing to succession planning, Modern Wealth designs plans that cater to your family’s and business’s circumstances while protecting your assets for the long term.

 Our Investor Services

Wealth Management
Estate Planning
Risk Management
Income Protection
Financial Management
Tax Strategies
Income Strategies
Generational/Succession Planning
Business Planning

Ready to make the 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.
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