Modernize Wealth is a Scottsdale, Arizona-based Registered Investment Adviser (RIA) firm founded to provide a modern, client-centric approach to wealth management. Operating as a fiduciary, the company is legally obligated to act in its clients' best interests. Its core services include personalized financial planning, retirement planning, investment management, and tax strategies, aiming to help clients achieve their financial goals through a transparent and collaborative process.

Founded in

United States