Modernize Wealth, located in Chandler, Arizona, is a forward-thinking financial advisory firm dedicated to helping professionals and business owners build generational wealth. Their comprehensive services encompass cash flow and budgeting, tax planning, risk management, business exit planning, and legacy strategies. Operating through LPL Financial, a registered investment advisor, Modernize Wealth employs a streamlined, two-phase approach to wealth management, focusing on integrating personal and business financial strategies. The firm emphasizes a family-oriented, client-first philosophy, aiming to serve as trusted partners in achieving financial security and long-term success. Their commitment to innovation and personalized service positions them as a valuable resource for individuals seeking to modernize their wealth management approach.