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The dream became Modern Wealth.
The Story behind My Modern Wealth
Remember when the financial industry promised personalized advice—but delivered outdated systems, limited tools, and one-size-fits-all plans?
We do. Because we lived it.
Early in our careers, we found ourselves in a traditional firm that still operated like it was the 1980s. Investment strategies hadn’t evolved. Conversations were focused more on products than people. We were fiduciaries—yet handcuffed to a narrow set of tools. It felt like trying to build a custom home with a single hammer.
But we saw the world changing. Technology, innovation, and new ways of building wealth were evolving fast. Clients were craving modern solutions—and they deserved more.
So, we did something bold. We stepped out.
We weren’t just ready to take control of our own future—we were ready to build a firm for people like us:
✔️ The bold.
✔️ The ambitious.
✔️ The purpose-driven families and individuals chasing more than just numbers.
Together, we built My Modern Wealth—where wealth planning begins with your boldest aim. Where your money serves your mission, and where clarity replaces complexity.
Along the way, we developed our signature approach: the P3 Method—Purpose, Power, Plan. It flips the script by putting your highest vision at the center of your financial strategy. Because we believe money should work just as hard as you do to get there.
This isn’t just financial planning. This is future-shaping. And we’re just getting started.
The Modern Wealth story starts like yours:
As practicing advisors with decades of experience, we began to see a pattern. Families we cared about were getting stuck in outdated systems, oversold on products, and left in the cold by advisors. It just didn’t sit right. This frustration sparked a dream. We envisioned a modern approach to wealth – one centered on collaboration, not solo acts. We dreamed of building a team dedicated to empowering families to live their values and build a lasting legacy.
Personal Path
This focuses on your personal wealth, retirement, tax strategies, and legacy building.
Business Path
This focuses on the financial health of your business, from cash flow management to long-term business planning.
Let’s Get Start
About Us
The My Modern Wealth Promise
We serve with care, lead with purpose, and always put your vision first.Our mission lives through four values:
- Clarity
- Humility
- Innovation
- Care
Meet the Minds Behind the Strategy
Our team brings together deep expertise and a shared passion for purposeful financial planning. We’re not just advisors—we’re partners in helping you build lasting wealth with clarity and confidence. Every member is committed to delivering value in every conversation. Because when your goals are bold, your team should be too.
“Legacy of success can power your future!”
Montel Hawkins
Founding Partner
Dillon Kazemi
Founding Partner
