Modern Wealth Solutions

Modern Wealth Solutions I am a Financial Adviser offering investment advisory services through Eagle Strategies LLC My Arkansas Insurance license number is 17427578.

As a licensed Agent with New York Life Insurance Company I offer a variety of solutions for those seeking help that can meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies. In addition to a Financial Adviser offering investment advisory services through Eagle Strategies

LLC, A Registered Investment Adviser, I am also licensed as an Agent with New York Life Insurance Company and a Registered Representative of and offer securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency. Eagle Strategies LLC and NYLIFE Securities LLC are New York Life Companies.

3 Cityplace Dr
Suite 690
Creve Coeur, MO 63141
314-567-9080

Neither Modern Wealth Solutions nor New York Life Insurance Company, or its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. Modern Wealth Solutions is not owned or operated by New York Life Insurance Company or its affiliates

I am not licensed in all jurisdictions. Registered branch address:
3 Cityplace Drive
Suite 690
Creve Coeur, MO 63141

We’re excited to officially welcome Charlize “Charlie” Kelch to the Modern Wealth Solutions team as our new Registered C...
08/26/2026

We’re excited to officially welcome Charlize “Charlie” Kelch to the Modern Wealth Solutions team as our new Registered Client Service Associate!

Charlie will be working closely with our clients and team. She’ll help coordinate review meetings, assisting with account servicing, and making sure our clients continue to receive the level of care and attention we expect at Modern Wealth.

As our practice continues to grow, adding great people who share our commitment to taking care of clients is incredibly important. We’re excited about what Charlie brings to the team and the role she’ll play in helping us serve our clients even better.

Please join us in welcoming Charlie to Modern Wealth Solutions! 👏

Wishing you an Independence Day full of celebration and tradition. Happy 4th of July!
07/04/2026

Wishing you an Independence Day full of celebration and tradition. Happy 4th of July!

This Juneteenth, take time to honor history, celebrate progress and support one another.
06/19/2026

This Juneteenth, take time to honor history, celebrate progress and support one another.

Retirement is sometimes reduced to the question: “Do I have enough?” And while this is indeed important, it’s only a par...
06/03/2026

Retirement is sometimes reduced to the question: “Do I have enough?” And while this is indeed important, it’s only a part of the story.

Review cash flow, withdrawals, debt and taxes before you retire. This guide shows how to strengthen your plan and avoid gaps that can strain your savings.

The master of comedy may have had a cynical view of life, but his philosophy can provide a blueprint for how retirees sh...
05/29/2026

The master of comedy may have had a cynical view of life, but his philosophy can provide a blueprint for how retirees should live out their golden years.

With some states floating proposals to tax wealth, it's important to remember that relocation doesn't always end a state...
05/27/2026

With some states floating proposals to tax wealth, it's important to remember that relocation doesn't always end a state's tax reach.

This Memorial Day, we pause to remember and honor the men and women who gave their lives in service to our country.We ar...
05/25/2026

This Memorial Day, we pause to remember and honor the men and women who gave their lives in service to our country.
We are grateful for their sacrifice and hold their families in our thoughts today.

Today we honor and remember the brave men and women who gave their lives in service to our country. We are forever grate...
05/25/2026

Today we honor and remember the brave men and women who gave their lives in service to our country. We are forever grateful for their sacrifice and the freedoms they have secured for us.

Fast-rising gas prices lifted the Federal Reserve’s preferred inflation gauge to 3.5% in March, its highest rate in almo...
05/22/2026

Fast-rising gas prices lifted the Federal Reserve’s preferred inflation gauge to 3.5% in March, its highest rate in almost three years, new data showed Thursday.

Address

3 Cityplace Drive, Suite 690
Creve Coeur, MO
63141

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 8pm
Thursday 8am - 8pm
Friday 8am - 5pm

Website

Alerts

Be the first to know and let us send you an email when Modern Wealth Solutions posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Modern Wealth Solutions:

Shortcuts

Share

Category