Modern Wealth Management - aVenture Asset Manager Research
Location
Lenexa, KS, US
Founded
1996
Modern Wealth Management offers comprehensive financial advisory services tailored to individuals at various life stages. The firm provides a full suite of wealth management services, including financial planning, tax planning and preparation, risk management, and estate planning. Their approach aims to reimagine the delivery of financial advice to meet the evolving needs of American clients.
The firm's team comprises experts in various financial disciplines, ensuring clients receive well-rounded guidance. Modern Wealth Management focuses on empowering clients with the confidence to make sound financial decisions, offering them freedom and peace of mind. Their services are designed to help clients effectively manage their wealth while saving time and reducing financial stress.
Modern Wealth Management - Classification
Also Known As
Modern Wealth Management, LLC
NAICS
540000Professional, Scientific, and Technical Services
541200Accounting, Tax Preparation, Bookkeeping, and Payroll Services
541000Professional, Scientific, and Technical Services
SIC
8720Accounting, Auditing, And Bookkeeping Services
8700Engineering, Accounting, Research, Management, And Related Services
Show 9 more industry codes
NAICS
524000Insurance Carriers and Related Activities
524100Insurance Carriers
524110Direct Life, Health, and Medical Insurance Carriers
524113Direct Life Insurance Carriers
520000Finance and Insurance
SIC
6300Insurance Carriers
6310Life Insurance
Modern Wealth Management
Operating Status: Operating
Modern Wealth Management: Comprehensive financial advice for all life stages, ensuring confidence, freedom, and time.
6000
Depository Institutions
7300Business Services
Modern Wealth Management - Similar Investment Firms
