The MWA Difference
Experience Enhances Opportunity
Modern Wealth Associates advocates a unified approach to financial planning through our relationships with advisors, investors, and institutions. Utilizing a combination of asset protecting life insurance policies in concert with innovative investment strategies, Modern Wealth expands market opportunity for advisors while promoting asset growth for their clients.
Open Architecture
Modern Wealth maintains an agile investing environment. We are carrier agnostic, creative strategists that help you achieve your clients’ goals.
We help you think outside the box to uncover the best outcomes for your clients. Together, we can create resilient and prosperous portfolios that focus on growth and protection.
True Independence
We value independence. You own your book of business, we support your growth.
You can use our services within your trusted brand.
We cater to established advisors in order to increase efficiency and eliminate the bottlenecks associated with driving business across the finish line.
Competitive Compensation
Our best interest approach toward your clients applies to you as well. We negotiate rates and pass the savings on to you.
Fees collected by other firms are waived in order to help you focus on growing and investing in your own staff and future prosperity.
Advisor-Centric Compliance
We promote a stable and efficient compliance process. Look for a reason for our compliance office to say ‘yes.’ This helps us market your business more efficiently.
Our deep understanding of the latest compliance environment creates opportunities for greater prospect engagement.
Marketing, Education & Succession
We help you actively market your practice for growth today and succession tomorrow. We keep you on the cutting edge with knowledge of the latest products through training and seminars that help you educate your client. We help clients focus on preemptive strategies; helping them to prevent unforeseen expenses and experience a smooth transition into retirement.
Modern Wealth also helps advisors prepare their businesses for sale. From marketing to prospective buyers to ensuring continuity for your clients post-exit.
