Through life’s ups and downs, Modernize Wealth is here with real-life wealth management services so you can easily and confidently make sense of your finances in today’s complex world.
To us, you’re not just a client. You’re a part of our family. That’s why we make it convenient for you to get the education and guidance you need to make important decisions as you grow your wealth.
Our financial services, resources and tools are optimized using modern technology that’s easy to use so it fits today’s fast evolving standards and busy lifestyles. Now you can stay on top of your finances no matter where you go – we’re just a Wi-Fi connection or phone call away. Plus we’ll make sure to stay in touch through regularly scheduled virtual or in-person meetings so you know where you stand financially every step of the way.
Modernized Wealth is a family-owned, multi-generational wealth management practice that has experience advising business owners, professionals, IT/Engineers and their families for over 25 years. Simply put – we’re in this with you for the long run. Whatever stage of life you’re in, the Modernize Wealth family is here to help you manage your wealth so you can live the life you desire today and everyday.
The time has come to implement growth strategies for your wealth in the 21st century. Welcome to Modernize Wealth.
MODERNIZE IDEAS
READY TO KNOW YOUR INVESTMENT PERSONALITY?
A FEW SIMPLE STEPS & YOU WILL KNOW YOUR INVESTMENT RISK PERSONALITY TYPE
WHICH RELATIONSHIP CAN WE START?
Hover or Click the images below to find your perfect fit.
Background and qualification information is available at FINRA’s BrokerCheck Website
MODERNIZE TEAM
Today, Brandon is a Wealth Advisor and Certified Private Wealth Advisor (CPWA®), overseeing all individualized financial planning strategies at Modernize Wealth. As Chief Marketing Officer, Brandon also implements the marketing and information resource initiatives that keep clients informed with leading edge financial news and education.
BRANDON HEBERT; CPWA®
WEALTH ADVISOR & CHIEF MARKETING OFFICER
As the Wealth Advisor and Chief Investment Officer of Modernize Wealth, John is the practice's brain bank and biggest proponent of educating clients on the nuts and bolts of growing and sustaining wealth. His approach to portfolio management is straight-forward, transparent and simple, keeping a close eye on the markets and maintaining a solid strategy aimed at growth.
JOHN HEBERT; CPM® CFP®
WEALTH ADVISOR & CHIEF INVESTMENT OFFICER
As Relationship & Administration Manager, Jeffrey is responsible for ensuring the entire onboarding and advisory process runs smoothly. His prior career in customer service and his leadership role as Arizona State University Student Body President prepared him well for understanding the vital importance of making sure clients have the tools and resources they need when they need them.
JEFFREY HEBERT
ADMINISTRATION & RELATIONSHIP MANAGERThe first step in your journey to financial freedom starts here
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