Modern Wealth - Jennifer R. Lee


Investment Advisors, Brokers, and OfficesFinancial Planning and ServicesRetirement and Trust Planning, Wealth Management

About Us

Modern-Wealth, LLC is an independent advisor to people in financial transition. Modern-Wealth has found that a relationship with an advisor is most critical at the intersections in life where emotions collide with financial events.

Rep/Contact Info

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Jennifer Lee
Founding Partner, AWMA®, AIF®
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