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At Modern Wealth Management, our goal is to reimagine the delivery of financial advice. We are designed to anticipate the needs of Americans at every stage of life by providing a full suite of wealth management services. The Modern Wealth Management team is built with experts specializing in financial planning, tax planning and preparation, risk management, estate planning, and more. Providing our clients with the confidence that they’re doing the right things with their money, the freedom from financial stress, and the time to spend doing the things they love is what we care about. Confidence, freedom, and time.

BridgeBuilder Tax + Legal Services is a comprehensive firm in Lenexa, KS that specializes in helping business owners and private investors protect their assets and plan for the future. With a team of experienced lawyers, certified public accountants (CPAs), and other professionals, they offer a wide range of services including tax planning, business law, estate planning, and asset protection. With a focus on personalized solutions, BridgeBuilder Tax + Legal Services assists clients with complex wealth strategy needs, ensuring that their plans address what is truly important to them. Their goal is to help clients reduce their tax liability, safeguard their assets, and leave a lasting legacy for future generations.Generated from the website

Watching clients suffer financially and sometimes emotionally from a disconnect between their Financial Advisor, CPA and Estate Planning Attorney, OWLFI set out to change everything. Bringing all of these professions together into one fully integrated and seamless unit allows our clients to navig...