Modern Wealth

  • Financial Planning and Services
6710 Professional Pkwy. W., Ste. 201B
Sarasota, FL 34240
(941) 251-0510
(443) 836-0388 (fax)
Hours:
8:30-5PM and evenings and weekends by appointment
  • About

    Our firm has a particular passion for supporting our clients from break up to triumph, from business sale to succession plan, from employee to thriving retiree.

  • Whom to Contact

    • Ms. Jennifer R. Lee, AWMA®
      Founding Partner, AWMA®
      6710 Professional Pkwy. W., Ste. 201B
      Sarasota, FL 34240
      Phone: (941) 251-0510
      Cell Phone: (410) 599-6885
  • Directions

    Take University Parkway Exit 213 toward Sarasota Turn Left at light onto University Parkway Turn Right onto Town Center Parkway Turn 1st Right onto Professional Parkway Turn Left into Office Park