Denver, CO Office
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Modern Wealth Management, LLC
Multi-team
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About
Modern Wealth Management, LLC is a multi‑team SEC‑registered investment adviser that manages roughly $10.9 billion in assets through about 94 advisors, providing discretionary and non‑discretionary investment management, financial planning, and modular services for individuals, high‑net‑worth clients, trusts, estates, and employer‑sponsored retirement plans. The firm also offers tax, estate, and insurance‑related services through affiliated entities and maintains relationships with institutional clients, including banking and thrift institutions, and with plan participants through education and participant‑level advice.
Investment decisions are guided by a centralized Investment Committee and implemented by an Investment Management Team using model portfolios, third‑party money managers, and a mix of strategic allocation and tactical adjustments. MWM employs third‑party risk‑tolerance and scenario‑modeling tools and has disclosed use of automated or AI‑enabled workflow tools to support documentation and portfolio construction; it also manages held‑away accounts and variable annuity allocations where clients authorize access.
Distinctive operational features include an acquisition‑driven growth strategy with an integration process for onboarded advisers, a Public Safety Financial Division focused on municipal and public‑safety plan participants, and recent product additions such as a wrap fee program and a First Responder/Military fee discount. The firm discloses an affiliate ecosystem for tax, insurance, and estate‑funding services and an indirect minority ownership link between its private equity investor and a provider of certain ETFs, a potential conflict it documents in its disclosures.
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Expertise
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Occupation focus
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Demographic focus
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Location
250 Fillmore Street, Suite 475
Denver CO 80290
Advisors at this office
6
Advisors at this office
Zachary S
CFP®, Series 63, Series 65
Denver, CO
Modern Wealth Management, LLC
Zachary Swaffer is a CFP® with eight years of industry experience, currently serving as a financial advisor at Modern Wealth Management, LLC in Denver, CO. His prior experience includes roles at LPL Financial LLC, Brown and Company, Trilogy Financial, Trilogy Capital, Chemical Financial Corporation, and Mission Management. Outside of his advisory work, he is a business owner of an Etsy shop. Modern Wealth Management, LLC is a multi-team SEC-registered investment adviser managing approximately $10.9 billion in assets through about 94 advisors. The firm offers discretionary and non-discretionary investment management, financial planning, and related services for individuals, high-net-worth clients, trusts, estates, and employer-sponsored retirement plans, with a centralized Investment Committee guiding decisions and a range of specialized offerings including a Public Safety Financial Division and integrated tax, estate, and insurance services.
Joel P
CFP®, Series 63
Denver, CO
Modern Wealth Management, LLC
Joel Pyun is a CFP® certificant affiliated with Modern Wealth Management, LLC in Denver, CO, with two years of industry experience. Before joining Modern Wealth Management in 2026, he worked for Fidelity Investments from 2023 to 2026. Modern Wealth Management, LLC is a multi-team SEC-registered investment adviser managing approximately $10.9 billion in assets across 94 advisors. The firm provides discretionary and non-discretionary investment management, financial planning, and modular services to individuals, high-net-worth clients, trusts, estates, and employer-sponsored retirement plans.
Jonathan K
Series 66
Denver, CO
Modern Wealth Management, LLC
Jonathan Kuiter is a Series 66-licensed financial advisor at Modern Wealth Management, LLC with three years of industry experience. Prior to joining Modern Wealth Management, he worked at LPL Financial LLC and operated a fitness gym, Kuiter Performance LLC, where he was the sole owner. Modern Wealth Management is a multi-team SEC-registered investment adviser managing approximately $10.9 billion in assets. The firm serves individuals, high-net-worth clients, trusts, estates, and retirement plans through discretionary and non-discretionary investment management, financial planning, and related services.
Justin C
CFP®, Series 66
Denver, CO
Modern Wealth Management, LLC
Justin Cassida is a CFP® professional with 21 years of industry experience. He is currently with Modern Wealth Management, LLC and previously worked at LPL Financial, LLC and Brown & Company, Inc. for significant portions of his career. Modern Wealth Management, LLC is a multi-team SEC-registered investment adviser managing approximately $10.9 billion in assets for individuals, high-net-worth clients, trusts, estates, and employer-sponsored retirement plans. The firm utilizes a centralized Investment Committee and employs model portfolios and third-party money managers to guide investment decisions.
Mark B
CFP®, Series 63, Series 65
Denver, CO
Modern Wealth Management, LLC
Mark Brown is a CFP® with 43 years of industry experience and is currently with Modern Wealth Management, LLC. He previously worked at LPL Financial for 37 years and led Brown & Company for 17 years. Modern Wealth Management, LLC is a multi-team SEC-registered investment adviser managing approximately $10.9 billion in assets through about 94 advisors. The firm serves individuals, high-net-worth clients, trusts, estates, and employer-sponsored retirement plans, offering a range of investment management, financial planning, and related services.
Danielle B
CFP®, Series 66
Denver, CO
Modern Wealth Management, LLC
Danielle Berz is a CFP® with 17 years of industry experience, currently with Modern Wealth Management, LLC since 2026. Her prior roles include positions at LPL Financial and Brown & Company, where she worked for several years. Modern Wealth Management, LLC is a multi-team SEC-registered investment adviser managing approximately $10.9 billion in assets with about 94 advisors. The firm offers comprehensive investment management, financial planning, and related services to individuals, high-net-worth clients, trusts, and employer-sponsored retirement plans, guided by a centralized Investment Committee and employing a range of model portfolios and third-party managers.
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