Firm successfully completes its fifth acquisition, integrating Martin James’ tax planning and wealth management business into its private wealth management platform MONTEREY, Calif.--(BUSINESS ...

Modern Wealth Management provides holistic wealth management, with access to a team of specialists that cover every aspect of financial planning. Many or all of the products on this page are from ...

Modern Wealth Management, a registered investment advisory firm founded earlier this year by former United Capital executives with backing from Crestview Partners, announced its fifth acquisition on ...

Modern Wealth Management, a registered investment advisory firm founded earlier this year by former United Capital and Goldman Sachs executives with $200 million in private equity funding, announced ...

MONTEREY, Calif.--(BUSINESS WIRE)--Modern Wealth Management (“Modern Wealth”), a registered investment advisory (RIA) firm founded to meet the evolving needs of today’s financial professionals and ...

Modern Wealth Management, an RIA consolidator based in Monterey, Calif., has bought Kaye Capital Management, a fee-only RIA with more than $700 million in assets under management and $300 million in ...