Modus Wealth Management

Modus Wealth Management is a wealth management firm in Key West, FL, located at 3414 Duck Ave Unit 11. The boutique firm provides a concierge client experience to individual investors and business owners in the Key West, FL and Bluffton, SC areas. The firm combines comprehensive wealth planning with behavioral coaching to develop tailored solutions that aim to liberate clients from financial worry and help them lead a remarkable life. The team partners with clients for the long term, celebrating successes and shouldering concerns while working to maintain appropriate investor behavior to avoid emotional mistakes during market declines.

The firm employs a behavioral approach to financial counseling, considering clients' emotions and cognitive biases that may impact investment decision-making. The team acts as an accountability partner, coaching clients away from suboptimal financial choices. Patrick M Bruski, CFP®, leads the advisory team. He received the Certified Financial Planner designation in 2017. Modus Wealth Management works closely with clients' CPAs and estate attorneys to coordinate their entire financial picture. The firm operates as an independent practice, providing flexibility and access to robust tools and solutions to best serve the needs of its clients.

Services include financial planning, portfolio management, estate planning, retirement planning, investments, and risk management. Securities are offered through LPL Financial, a Member FINRA/SIPC. Advisory services are offered through NewEdge Advisors, LLC, a registered investment adviser. NewEdge Advisors and Modus Wealth Management are separate entities. The firm holds itself to a high standard as true fiduciaries, offering only what is in the client's best interest. The office is open Monday through Friday from 8:30 A.M. to 5:00 P.M. ET.

Modus Wealth Management helps investors in Key West, FL, make confident financial decisions through its behavior-focused planning and fiduciary stewardship.

Modus Wealth Management sits on Duck Ave in Key West, FL, about a tenth of a mile from the Key West Police Substation and a fifth of a mile from Flagler Avenue.

BizScoreAI gives Modus Wealth Management a Technical score of 89 out of 100. This strength shows that the website is technically sound, secure, and indexable. As a result, search engines can read the site without errors.