Wealth is about more than money.
It is about ... richness of experience, having options, protecting and caring for your family, and it is about opportunity.



Securities offered through Royal Alliance Associates, Inc.
Member FINRA/SIPC
Our objective is to effectively influence the financial future of businesses and individuals, to assist the small business in establishing and designing an appropriate benefits program, and to help individuals plan and protect their family and future.

Modern-Wealth Financial Advisors will analyze your goals and needs and guide you in the selection of tailored benefit programs that meet your long term financial goals.

Our Founder, Ms. Jennifer Lee, is a graduate of Western Maryland College with dual degrees in business and economics. She is involved in a number of professional and civic organizations in Baltimore City and Howard County. Under Jennifer's leadership, Modern-Wealth strives to harness the most efficient and cost effective wealth creation and asset maintenance options for our clients.


Modern Wealth, LLC
1822 Webster Street
Baltimore, MD 21230
410.528.9100
jennifer@modern-wealth.com


©Copyright 2008 Modern-Wealth, Inc. All rights reserved. Last modified 28 July 2008.
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Offering services in California, Delaware, Florida, Georgia, Illinois, Maryland, Massachusetts, Minnesota, Nevada, New Jersey, New York, Pennsylvania, and Virginia

Jennifer R. Lee is a Registered Representative of and offers securities products & services through Royal Alliance Associates, Inc. Member FINRA/SIPC, a registered broker-dealer. In this regard, this communication is strictly intended for individuals residing in the states of CA, DE, FL, GA, IL, MA, MD, MN, NJ, NV, NY, PA, VA. No offers may be made or accepted from any resident outside the specific states referenced.

Jennifer R. Lee is also registered as an investment advisor representative under Modern-Wealth, LLC, a Registered Investment Advisor, offering advisory services in the state of MD. As such, these services are strictly intended for individuals residing in MD.

Advisory services offered through Royal Alliance Associates, Inc., a Registered Investment Advisor.

Important Consumer Information —

A broker-dealer "BD", investment adviser "IA", a BD agent, or IA Representative may only transact business in a state if first registered in that state, or is excluded or exempt from registration in that state as a broker-dealer, investment adviser, BD agent of IA Representative, as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements, or an applicable exemption or exclusion.

For information concerning the licensing status or disciplinary history of a broker-dealer, investment adviser, BD agent, or IA rep, a consumer should contact his or her state's securities law administrator.