Modern Portfolio Management

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Here at Modern Portfolio Management we align our clients’ values with their wealth and resources on our comprehensive wealth management platform. This strategy goes far beyond specific asset management and estate planning needs and into the realm of clients’ most important values, relationships, goals, and dreams.

The result: an ever more successful and committed enterprise with over $600 million in consultative assets, most of which is managed by our in house advisors. The rest comes from a fast growing national network of affiliated outside advisors who utilize the firm's turnkey asset management program (TAMP).

Wealth Management is the practice of investment consulting, advanced planning, and relationship management. Modern Portfolio Management works closely with its professional team of experts to cover all aspects of our clients’ financial picture.