Align your wealth with your deepest values.

It’s not just about money

We nurture legacies and empower you to build a world you believe in.

  • Are you making the right decisions to have true security in retirement?
  • Are you handling generational wealth in a way you feel good about?
  • Do you have financial options to make impact now?

Having fewer financial worries doesn’t make your worries any less valid. In fact, sometimes guilt creeps in…
What should you do with your privilege?

You want something better. You want someone who understands how conflicted you feel about corporate capitalism and can validate and address your concerns.

Our expert knowledge, integrity and deep commitment to societal impact set us apart.

Working together, we’ll:

plan

Create a plan —

We’ll build a very simple roadmap that has nothing to sell you, and nothing to offer but clear, genuine advice.

From that financial foundation, you have transparency with each step you take, knowing your future is secure and planned for while you live a life of impact now. 

connect

Connect your investments with your values —

The financial industry would like you to think that investing in some sustainable fund is the key to change. It’s not. Yes, we’ll capture your deepest values and integrate them into your investments.

But we’ll also go one step further and discuss other ways you can have a meaningful impact — whether that’s through your career; your daily choices to buy local; supporting businesses that increase diversity; or exploring private and alternative investments that create real, tangible outcomes in alignment with your values.

The fact is...

You can’t help anyone without first taking care of yourself.

Let’s use money as the tool to achieve a well-deserved respite from carrying the burden of others. Then, we can prioritize how you’ll affect change for the things you care about.

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You have the potential to make an impact

Let’s figure out how your wealth can sustain and secure you, while aligning your investing and spending with your progressive values to have an even greater impact.

You have time

There is still time to plan for your future. Let’s slow down a little and approach these decisions thoughtfully — so you can move forward with confidence.

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Let's walk this path together.

Service Options

Service Option #1 —

Wealth Management

A holistic approach to securing your financial future while making a positive impact on the world.

Financial Planning: Together, we'll chart a roadmap to your financial success. We'll create, implement, and nurture a plan that covers all aspects of your financial life. Our mission is to build a robust financial foundation, giving you the freedom to focus on what truly matters to you.

Impactful Investing: Our investment approach ensures your investments align with your values and your reality. Designed for individuals who are eager to delegate their investments to an expert, this strategy balances impact and investment returns.

With holistic wealth management, you'll have the confidence and clarity to move towards your financial goals while making a positive impact on the causes you care about most.

Fees:

$1,000 onboarding fee due at contract signing.

ASSETS UNDER MANAGEMENT (AUM):

$500,000 to $3,000,000 1%
$3,000,000 and up 0.6%

Wealth management is best suited for those with more than $750,000 in investable assets, and rates begin at an $8,000 annual retainer.

For accounts that do not meet the investment minimum, there is a minimum quarterly charge of $2,000. Additional fees may apply based on the situation and complexity.

Service Option #2 —

Impactful Investing (Standalone) 

Tailored for people actively building their careers, we provide investment management as a standalone offering that takes the effort off your plate. Let us take care of balancing and optimizing your investments, allowing you to thrive in your personal and professional journey while aligning with your progressive values.

Fees:

Impactful Investment Management is offered at 1% of investable assets held with Modern Assets.

The minimum account size is $250,000 and does not include financial planning services.

What Does Wealth Management Cover?

Wealth Management at Modern Assets is all about clear communication and building trust at the core of our services. We are dedicated to fostering enduring relationships, and supporting you through life's inevitable changes.

Our approach is grounded in a deep understanding of your needs, as we share many of the same financial priorities and life goals. Here's a breakdown of what our Wealth Management encompasses:

  1. Financial Planning and Priority Setting: We begin by identifying your most important goals and concerns. This initial step allows us to address pressing issues before delving into broader financial planning.
  2. Tax and Estate Planning: While we don't prepare taxes or draft wills, we analyze your current tax situation and estate plan. We collaborate with local CPAs and attorneys to ensure you receive expert advice.
  3. Cash Flow Analysis and Budget Support: Awareness is the foundation of sound planning. While we don't enforce strict budgets, we work with you to understand your income and spending, aligning your finances with your life and priorities.
  4. Retirement Planning: We help you envision your current lifestyle and how it translates into retirement, considering your saving, spending, and income. We also explore changes in how you spend your time during retirement, tailoring a meaningful post-employment life.
  5. Investment Analysis, Strategy, and Implementation: Our investment approach is designed to be straightforward and comprehensible. We guide you through the process, ensuring you understand your investments and how wealth accumulation and financial security work.
  6. Risk Management: Financial independence can be threatened by various risks, such as job loss, illness, or unexpected healthcare expenses. We educate you about these risks and help you understand their impact on your financial situation.
  7. Employer Benefit and Retirement Plan Reviews: We offer advice on all aspects of your financial life, including outside accounts, employee or stock compensation packages, and retirement accounts.
  8. Financial Organization and Security: We provide a secure client portal that consolidates all your accounts for a holistic view of your net worth. Our shared, secure digital file cabinet allows you to store essential documents and communicate securely. We also offer best practices for file organization and identity theft protection.
  9. Real Estate Planning: Whether you're buying or selling real estate, we guide you through the process within the context of your goals, offering clarity and perspective during this significant life decision.

Wealth Management at Modern Assets is an ongoing, client-centric approach aimed at helping you achieve your financial objectives while providing peace of mind and support through life's transitions.

Ready to take control of your future?

Progressive lesbian clients with generational wealth

Case Study / Inherited Wealth

Name: Maria and Nicole, early 30's

Service Used: Wealth Management

Background:

A 34-year-old web developer at a nonprofit, Maria was left a trust by her grandmother. She and her wife Nicole are interested in owning a home, planning for IVF and also having social impact with their wealth. They are also… a little uncomfortable with it. Nicole grew up with an entirely different money story and not much money. Maria’s grandmother had very different values for the trust. Plus, the advisor managing the trust is an older man who has no interest in them as people and mostly talks in jargon. 

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