Modern Wealth Events

past client events

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6th Annual Invest in Yourself
Women's Event

March 17, 2018

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5th Annual Invest in Yourself
Women's Event

March 26, 2017

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4th Annual Invest In Yourself
Women's Event

April 3, 2016

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3rd Annual Invest in Yourself
Women's Event

March 31, 2015

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Client Appreciation Breakfast 2012

November 11, 2012

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Working Forever is NOT a Plan

June 3, 2011

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Modern Wealth
Corporate Launch 2010

October 22, 2010

charity events sponsored by modern wealth advisors

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Blue Jeans, Boots & Swing 2012

July 1, 2012

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Baubles & Bags 2012

November 5, 2012

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Baubles & Bags 2011

November 14, 2011

Contact Us

Modern Wealth Advisors, Inc.
3120 Southwest Fwy #500
Houston, TX 77098

  • 949-464-7299
  • 888-747-9699
  • ctang@modernwealth.com

Check the background of investment professionals associated with this site on FINRA’s BrokerCheck

Modern Wealth Advisors, Inc. and LPL Financial, Inc. do not provide tax advice. Any discussion of taxes herein is for informational purposes. You should consult with an attorney or accountant concerning tax advice. Investing involves risks, including possible loss of principal. Please consider the investment objectives, risks, charges and expenses of any security carefully before investing.

The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Securities and advisory services offered through LPL Financial, A Registered Investment Advisor, Member FINRA/SIPC.

Copyright © 2010 Modern Wealth Advisors, Inc. | All Rights Reserved

Contact Us

Modern Wealth Advisors, Inc.
3120 Southwest Fwy #500
Houston, TX 77098

  • 949-464-7299
  • 888-747-9699
  • ctang@modernwealth.com

Modern Wealth Advisors, Inc. and LPL Financial, Inc. do not provide tax advice. Any discussion of taxes herein is for informational purposes. You should consult with an attorney or accountant concerning tax advice. Investing involves risks, including possible loss of principal. Please consider the investment objectives, risks, charges and expenses of any security carefully before investing. Securities and advisory services offered through LPL Financial, A Registered Investment Advisor, Member FINRA/SIPC. Registered in CA, TX.

FINRA BrokerCheck

Copyright © 2010 Modern Wealth Advisors, Inc. | All Rights Reserved

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