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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.

MWA Difference

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.

MWA Difference
MWA Difference

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.

MWA Difference
MWA Difference

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.

Call us today!




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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