Modern Wealth - Jennifer R. Lee
- Investment Advisors, Brokers, and Offices
- Financial Planning and Services
- Retirement and Trust Planning, Wealth Management
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.
Whom to Contact
- Jennifer LeeFounding Partner, AWMA®, AIF®
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