Live Confidently
Manage your finances effectively with comprehensive wealth management
Manage your finances effectively with comprehensive wealth management
Experience the efficiency of having financial planning, investment management, tax planning, estate planning, and insurance planning all under one roof.
As founder of Modern Wealth Advisors my mission is to enhance your financial situation through comprehensive planning while serving as your coach on your financial journey. Educating our clients is a core principle of our approach, which we believe is crucial for building a strong and trusting working relationship
Investment advisory services offered through Modern Wealth Advisors LLC, a DBA of Strategic Wealth Partners, LTD., a Registered Investment Advisor with the U.S. Securities and Exchange Commission, located at 5005 Rockside Road, Suite 1200, Independence, OH 44131, (216) 800-9000. Registration does not imply any level of skill or training. This website is intended for informational purposes only. It should not be construed as legal or tax advice and is not intended to replace the advice of a qualified attorney or tax advisor.
A more detailed description of the Strategic Wealth Partners, LTD (company), its management and practices are contained in its “Firm Brochure”, (Form ADV, Part 2A). A copy of this Brochure may be received by contacting the company at 216-800-9000.
Form ADV 2a Form CRS privacy policy
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