Financial planning and investment management for millennials.
Typical MWB Client Profile
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High-Earner-Not-Rich-Yet (H.E.N.R.Y) looking for guidance on how to make the most of their income.
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At least one partner receives a form of equity compensation.
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MWB clients want to be educated on their finances but want to delegate implementation as best as possible to free up their time.
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MWB clients understand the value of having a long-term partnership with a financial expert to help them make decisions.
Let’s Do More With Your Money
Money is just a tool. At MWB, our mission is to help you maximize your resources to build toward financial flexibility while accomplishing your various goals on the path to independence.
Your Dedicated Financial Partner
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Stay on track with Quarterly Progress Meetings:
Q1 for cash flow review and automating planned savings
Q2 for tax return review and current year tax planning
Q3 for insurance review and employee benefits elections
Q4 for year-end tax planning decisions and investment review
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Beyond Wealth Accumulation:
Financial Planning that helps you achieve a more fulfilling life by enabling you to use your money in ways that matter most to you.
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Proactive tax planning strategies for long-term tax diversification and efficiency.
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Rules-based strategies for capturing market returns and being tax efficient on the path to financial independence.
Free Consultation
Answer some preliminary questions and schedule a free consultation.
We will learn more about you, answer any questions you may have, and see if Modern Wealth Builders is the right fit for you.
Complete a free strategy session to evaluate the value of our services.
