Modern Wealth Management – Lee's Summit

Modern Wealth Management - Lee's Summit is a financial planner in Lee's Summit, MO. The firm provides a full suite of wealth management services designed to help clients achieve their desired retirement lifestyles. Their core service offerings, known as the Advantage Offerings, include financial planning, investment management, tax planning, estate planning, and insurance planning. They also provide specialized support for business owners, military personnel, and public safety professionals, including services for retirement plans and pension management.

The firm utilizes a collaborative team approach, where advisors work alongside in-house specialists in taxes, insurance, and estate planning to create coordinated, goal-driven financial plans. Their process is centered on building financial confidence through a structured method of meeting with specialists, gathering legacy goals, and evaluating current plans to ensure all documents and decisions align with a client's long-term priorities. Beyond standard planning, they offer expertise in Social Security planning, charitable giving strategies, and healthcare planning.

Located on NW Executive Way, the office is a short drive from the Mid-Continent Public Library - Lee's Summit Branch and is approximately 0.2 miles from Westview Elementary School. The area is also near Summit Park and the intersection of Southwest 3rd Street and Southwest Ward Road.

Modern Wealth Management is recognized for its high level of client satisfaction, maintaining a 5.00 rating. The firm is known for its dedication to providing personalized attention and its ability to connect disparate elements of a client's finances into one cohesive strategy.

Modern Wealth Management serves the Lee's Summit community by helping individuals and business owners build the financial confidence needed to enjoy life today while preparing for tomorrow.