Complimentary Planning Meeting

When we are first introduced, we will schedule a complimentary get-to-know-you meeting with one or more members of the Modern-Wealth team. During our initial meeting, we simply spend some time getting to know you. Forming genuine relationships with our clients is vitally important to our team. We believe that we can best serve your needs, dreams and concerns if we first understand what's important to you and your family

Contact us today to arrange a meeting.


    6710 Professional Parkway West
    Suite 201 B
    Sarasota, FL 34240



    Modern-Wealth, LLC.
    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®, AIF® and Linda Parisi are Financial Professionals and investment advisor representatives of and offers securities and investment advisory services through H Beck, Inc. Member FINRA/SIPC, a registered broker-dealer and a registered investment adviser. H. Beck Inc. and Modern-Wealth, LLC are not affiliated. Financial Professionals may only discuss or transact business with residents of state(s) and jurisdiction(s) in which they are properly registered or licensed.