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Why Modern Wealth Design?

Client Centered

Not one strategy fits all, which is why every client gets our undivided attention. From planning, to execution, to follow-up, we take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.

Recognizing that everyone encounters challenges along the way, we strive to anticipate and address those situations as they occur. We want to keep you on track toward a meaningful and purpose-driven financial future.

We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education and experience. We encourage you to review the materials on our website - if you have any questions, please send us an email or call the office. We look forward to speaking with you!

The Five Star Wealth Manager Award is independently produced by Five Star Professional (FSP) and is based on data from financial advisors, regulatory disclosures, and FSP research. Nicole Letarte and Adam Carr were independently nominated for the award. Neither the advisors nor their parent firm pay a fee to FSP for the nomination or receipt of the award. The award was independently granted and membership in an organization was not required. Working with a Five Star Wealth Manager is no guarantee of investment success. We paid no fees to promote this award.

The “Best in Class” Award recognizes applicant teams within the Financial Professionals Group that exemplifies Lincoln Financial Group’s World Class Standards and provides an exceptional five-star experience to clients they serve. Teams are reviewed by a panel of leadership judges and evaluated. This internal award is based on good standing with the firm and the financial regulators. Only 1 award was given.