Modwm
1 known investors
Modern Wealth Management is a financial advisory firm offering coordinated financial planning services including investment management, tax planning, estate planning, and insurance planning. It also provides specialized services for business owners, first responders, military personnel, and government employees, along with a "Modern Confidence Score" tool to assess clients' financial readiness.
Fintech
Investors · 1
Frequently asked questions
- What does Modwm do?
- Modern Wealth Management is a financial advisory firm offering coordinated financial planning services including investment management, tax planning, estate planning, and insurance planning. It also provides specialized services for business owners, first responders, military personnel, and government employees, along with a "Modern Confidence Score" tool to assess clients' financial readiness.
- Who are Modwm's investors?
- Modwm's investors include Crestview Partners.