Headquartered in Tucson, Arizona
Headquartered in Tucson, Arizona, Modern Wealth Management has a whole suite of services to help individuals, families and business owners succeed with their finances. As members of the community, we take pride in knowing that we have helped many people pursue the type of financial future they dreamed about.
For many, understanding every aspect of personal finance can be daunting. From investments to retirement to insurance, the decisions can seem overwhelming. That’s where Modern Wealth Management comes in. Whether you have significant assets to manage, or if you are just starting to accumulate wealth, we have the tools and background to provide the services that may fit your needs.
Se habla Español.
At Modern Wealth Management, we have the client—and only the client—in mind. Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that’s designed to address your individual situation. We believe in thinking “out of the box” and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth.
With over 80 years of combined experience serving the best families in Southern Arizona, we understand the challenges families and business owners face today. From managing debt to saving for college to retirement, these personal finance challenges can be overwhelming. Our commitment is to utilize all of our resources to help you pursue your goals. All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction.
Modern Financial Educational Courses
Good financial decisions don’t have to be confusing. We provide educational classes with information about the simple techniques we use that may help you make the most of your money and help you work towards more of your financial goals.
NOTE: While normally held at the University of Arizona or Pima Community College campuses, currently all classes are being held online during the pandemic.
Retirement Plans for Business Owners
Business owners care about their company and the people working with them, and helping business owners is one of our emphasis areas. We outline the different types of retirement plans available and the ones that make sense for you and your employees.
Insurance for Risk Management
One of the most important things you can do to protect your family and your business is to have the right kinds of insurance in place should the unexpected happen. We can help with home, auto, life and annuity policies.