Modern Millennial Wealth
At Modern Millennial Wealth, our planning approach is to help our clients align their money with their values and goals. Our mission to help the next generation of investors become intelligent investors and together design a roadmap to achieve their financial, personal, and professional ambitions.
Retired? We believe it's important to work with an advisor who doesn't have the same retirement plan as you. Let Modern Millennial Wealth serve you during this important life transition.
Looking for retirement income?
Looking for favorable buying opportunities?
Looking to protect your portfolio from a market sell-off?
Check out www.themodernincome.com . The Modern Income is our tactical investment strategy offered to select investors. We believe as markets change, so should your investment strategy.
When you work with Modern Millennial Wealth, you work directly with Danny Lee, a CERTIFIED FINANCIAL PLANNER™ (CFP®) based in Denver, CO. Not in Colorado? We serve clients across the country virtually (video chats/phone calls). So, let’s chat!