ModernWealthConcepts LLC

CONNECT

Address:

413 Johnson Street
The Archways Suite
Jenkintown, PA 19046

Phone:

(215) 782-1877

Executive Services

Modern Wealth Concepts Executive Services Group is an executive coaching organization geared towards helping leaders maximize their potential and overall effectiveness on professional and personal levels. In other words, we help professionals achieve their professional aspirations, navigate challenging career changes and manage their lives in a more effective way. 

  

How can we Help You?

 

Leadership

Our IPAGO curriculum was designed for leaders who want to get to the next level of performance, advance their careers, and enjoy their lives to the fullest!

 

Career Satisfaction

We can help you with career mapping, personal branding, and uncovering possible image and career advancement blockers based on personality type theory assessments. 

 

Mind & Body Synergy

Our team of life, fitness and nutritional coaches are ready to help you maintain your physical health and family life involvement as a top priority.

 

Work/Life Balance

We'll help you assess the areas of your career life and home life that require stability and come up with an effective plan of action including clear objectives that you can work towards to create that balance. 

 

Financial Planning

We'll assist you in identifying your needs in the areas of financial planning, retirement planning, estate planning and goal setting. Our goal is to help you maximize the effectiveness of your financial resources so that you can enjoy life and build wealth.

 

Improved Self Awareness

Myers Briggs Type Theory, Life Coaching, 360 feedbacks among other tools are leveraged to improve self awareness. 

 

Our Unique Approach

We leverage a holistic approach involving leadership effectiveness, career satisfaction & planning, mind & body synergy, work-life balance, and personal financial management to keep you on the cutting edge. Our IPAGO Performance Effectiveness Plan (PEP) revitalizes our leaders by laser focusing their efforts.

 

Ready to Reach your Full Potential?

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck