CTOs on the Move

Modern Wealth Management

www.modwm.com

 
At Modern Wealth Management, our goal is to reimagine the delivery of financial advice. We are designed to anticipate the needs of Americans at every stage of life by providing a full suite of wealth management services. The Modern Wealth Management team is built with experts specializing in financial planning, tax planning and preparation, risk management, estate planning, and more. Providing our clients with the confidence that they`re doing the right things with their money, the freedom from financial stress, and the time to spend doing the things they love is what we care about. Confidence, freedom, and time.
  • Number of Employees: 100-250
  • Annual Revenue: $10-50 Million
  • www.modwm.com
  • 13550 West 95th Street
    Lenexa, KS USA 66215
  • Phone: 913.393.1000

Executives

Name Title Contact Details

Similar Companies

Xapo

Send, receive, and save traditional currencies or bitcoins. You can be more and do more with your money!

Nationwide Title Clearing

Award-winning post closing services provider for the residential #mortgage industry and serves the top lenders, servicers and investors.

Midwest Heritage

At Midwest Heritage, a Hy-Vee company, is a full service financial center offering banking, investments and insurance. We believe that your time is important. That`s why we offer extended business hours, seven days a week at our six in-store Hy-Vee locations. We also offer two branch locations in West Des Moines and Chariton, Iowa. For those times when you can`t get into a branch location, we offer convenient online and mobile banking. With Midwest Heritage Bank you will experience the personal, friendly service of a community bank with all of the services and conveniences of a larger bank. Our business is located in central Iowa, and our decisions stay local. We take pride in the fact that our service is faster, friendlier and more personal because your banking is handled right here. Our motto is “Helping you balance it all.” We are able to accomplish this through our wide array of products and services. In addition to being able to handle all of our traditional banking needs, we also offer financial planning and insurance services. As a Hy-Vee company, we promise to serve you with a helpful smile and give you the attention you deserve. Midwest Heritage is an Affirmative Action and Equal Opportunity Employer, Minority/Female/Disabled/Veteran

California Bankers Association

California Bankers Association is one of the leading providers in Financial Services. It is based in Moraine, OH. To find more information about California Bankers Association, please visit www.calbankers.com

Bill Good Marketing

Bill Good Marketing is a Sandy, UT-based company in the Financial Services sector.