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

    Securities offered through Grove Point Investments, LLC, member FINRA/SIPC. Investment Advisory Services offered through Grove Point Advisors, LLC. Grove Point Investments, LLC & Grove Point Advisors, LLC are subsidiaries of Grove Point Financial, LLC. Modern-Wealth, LLC is not affiliated with Grove Point Financial, LLC or its subsidiaries.

    Click here to view Form CRS.