We believe that honest communication and genuine relationship should be at the heart of every business. Instead of focusing on products and short-term fixes, we seek to form long-term relationships with individuals like you.
At Modern-Wealth, we take pride in providing unbiased and personalized advice. Every service we offer is meant to bring you closer to your financial goals. We leverage technology and incorporate data aggregation and financial planning so that your financial world is living and at your fingertips. When changes come, and they always do, we are here to support and serve you. In our experience, we are most valued when we are at the intersections in life where the financial meets the emotional. Job changes, retirement, a business sale, a divorce, the loss of a loved one and relocation can all create such an intersection.
Modern-Wealth is focused on helping you pursue your dreams. It’s about positively influencing your financial journey by designing and establishing an effective plan that keeps your goals at the forefront.
How We Help
As independent advisors, we provide client-focused recommendations and advice based on our client’s planned and changing needs. Transitions can be complicated and often overwhelming. We endeavor to cut the noise and work with you to find an appropriate strategy.
We have a passion for supporting our clients through personal financial transitions: we help take you from breakup to triumph, from employee to thriving retiree, from business ownership to succession plan.
We will work with you on identifying and quantifying the financial needs you have. Through our process, we will review your cash flow and resources dedicated to your goals, including retirement. We establish a road map, calculate future income needs, review existing asset allocation and consider their tax efficiency, assist in repositioning, consider insurance risks and discuss pension considerations.
As your financial partners, we will provide disciplined investment management of your assets, as well as income distribution solutions. Our investment approach utilizes individual stocks, bonds, exchange-traded funds and institutionally-priced mutual funds where appropriate. Your financial roadmap will be integrated with your investment assets, cash flows, real estate and your total net worth. Through innovative technology, you will have access to your living financial plan. We believe you want your finger on the pulse of your future.
Divorce affects every aspect of your life – make sure you go into the process educated and prepared so you can avoid a costly, slow and contentious divorce. We’re here to make sure you, your family and your spouse can move on to better things ahead.
Our team is here to help you walk through the financial aspects of divorce. We’re ready to be your financial advocate. We work closely with you and your attorney to assist in the financial aspects of divorce. We will provide education, discuss methods and options when dividing assets, calculate projected future income and assets, provide cash flow analysis and discuss significant financial decisions that are sometimes overlooked. In short, we aim to arm you with knowledge to allow good decision making.
Write Your Family Love Letter
At Modern-Wealth, we seek to cultivate lifetime relationships not just with our clients, but with each generation of your family. At Modern-Wealth, we can discuss and consider a number of strategies, including charitable planning, second-to-die insurance, inheritance considerations and more. We endeavor to communicate your values and principles to your family and heirs. We encourage family meetings to discuss expectations, values and financial literacy. We encourage you to think through both the desired use and generational flow of assets.
Consider starting with a family love letter.
Click here to read about how Jennifer learned the importance of writing a love letter.
Click here to access a template to write your own love letter.
Jennifer grew up in the world of financial advising going on appointments with her father and to his office on weekends. Watching how he served his clients, she gained a solid understanding of the work ethic and ethical values of a dedicated financial advisor. Today as Founding Partner of Modern-Wealth, Jennifer directs her financial acuity to helping those who are in financial transition - whether divorcing, recently widowed, buying or selling a business, retiring, inheriting assets or merging families after remarriage. Her goal is to be a trusted advisor who provides independent analysis, develops strategy, and walks clients through the process of understanding their financial lives.
Working collaboratively with clients and their other advisors, Jennifer and her team help clients cut through the noise and make sound financial decisions.
Originally from Maryland, Jennifer brings a wealth of experience to her work. Jennifer founded Modern-Wealth in Maryland 21 years ago, relocating to Lakewood Ranch in 2012. Since transitioning her practice into Florida, Jennifer has been involved in strengthening the Lakewood community through Second Saturday, an organization that provides guidance for families undergoing a divorce. She loves the area's arts and culture and it's gorgeous beaches as well as cooking, entertaining, and making jewelry in her down time. She also delights in one of the perks of her job - throwing the occasional "Retirement" or "Independence Day" party for clients.
As a strategic partner and licensed attorney, David provides the Modern-Wealth team with a unique and highly-valued perspective.
His experience in the financial industry allows him to evaluate the performance and efficiency of your financial resources and estate plan to help you achieve your financial goals. David is also a Florida attorney and maintains several securities registrations as well as insurance licenses.
He serves on a number of state and national bar committees addressing issues germane to your financial well-being, including trust management, financial and estate planning, asset protection and specialty issues. David is also a member of the National Academy of Elder Law Attorneys and the Financial Planning Association.Particularly noteworthy is his work.
David has collaborated with the National Association of Insurance Commissioners for the review of Senior Protection in Annuity Transactions model regulations.
Contact us today for a complimentary planning meeting.
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6710 Professional Pkwy W, Suite 201-B
Sarasota, FL 34240
Phone: (941) 251-0510
This information should not be considered tax/legal advice. You should consult your tax/legal advisor regarding your own tax/legal situation. Investments will fluctuate and may be worth more or less than when originally purchased. There is no assurance that any particular strategy will work under all market conditions. Past performance does not guarantee future results.
Third party posts do not reflect the views of H. Beck Inc. and have not been reviewed by H. Beck Inc. as to accuracy and completeness.
Jennifer R. Lee, AWMA® is a Registered Representative and an investment advisor representative of and offers securities and investment advisory services through H Beck, Inc. Member FINRA/SIPC, a registered broker-dealer and a registered investment adviser. Jennifer R Lee is currently registered to offer securities in the following States of CA, DE, FL, GA, MD, NY, VA, SD. No offers may be made or accepted from any resident outside the specific state(s) referenced.