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

Modern Wealth Solutions

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United States
Creve Coeur, MO
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

02/23/2026

What a weekend!

• Annual awards dinner - Proud of Jeremy Stehlick for taking home some hardware. Well earned.

• Watching Team USA win hockey gold with my oldest son. Unforgettable.

• Father-son dinner at his school, hearing John O'Leary speak about the power of connection.

Awards. Championships. Inspiring speakers.

A good reminder that whether it’s business, sports, or family — success is meaningful because of the people you share it with.

That’s how we think about planning at Modern Wealth Solutions. Numbers matter. Strategy matters. But relationships matter most.

02/16/2026

Today is a moment to reflect on leadership, responsibility, and service — values that matter in every community and every generation.
Happy Presidents’ Day!

02/11/2026

This is exciting news! You could be our next winner! Deadline to enter is 3/6/26. Click here to enter and for official rules https://bit.ly/4tr3hKR

01/19/2026

Martin Luther King Jr. believed that everyone can be great because everyone can serve.

On this MLK Day, we honor his legacy by recommitting ourselves to service, compassion, and making a meaningful difference in the lives of others—one family, one community at a time.

Let’s continue striving to build a more just and hopeful future together.

01/01/2026

Wishing you a very happy New Year!

11/27/2025

We have many things to be thankful for this Thanksgiving Day.

11/20/2025

Concerned about falling short on your goals in retirement? Learn about strategies you can employ now to help avoid a "retirement gap."

10/14/2025

How do rising interest rates impact estate planning strategies?
Did you know that higher interest rates can decrease the effectiveness of common estate planning strategies such as intra-family loans, GRATs, or CLATs, but actually provide opportunities for other techniques like CRATs or QPRTs to shine? If this all sounds like alphabet soup, read this article to see how the success of any strategy depends on understanding how your unique circumstances align with current financial trends and to see important disclosures. If you want to learn more about optimized planning strategies, reach out today. https://bit.ly/4ocx5ak

09/30/2025

Six things you may not know about state estate taxes
Did you know that depending on where you live, you may be subject to state-level estate or inheritance tax? Read this article to learn six surprising facts about state estate taxes and how they could impact your financial future. New York Life Insurance Company, its agents and employees do not provide tax, legal or accounting advice.
https://bit.ly/46LfQFY

09/26/2025

Annual reviews
Estate planning has taken some major turns due to recent tax law shifts, and there are more changes on the horizon. In this evolving landscape, there's a lot to address for effective estate and succession planning, which is why regular reviews of your strategies are so important. Let's ensure your financial strategy remains tax efficient and on point.

09/23/2025

This Eye on Washington article reviews the major provisions of the recent “One Big Beautiful Bill” legislation, which largely extends (on a permanent basis) the income tax provisions of the TCJA, including income tax rates, the Section 199A QBI deduction, and the higher estate and gift exemption (scheduled to go to $15 million per person in 2026). The bill also adds new items, including tweaks to charitable planning and revived business deductions that may be of interest to you. Read the full article for more details and important disclosures.
https://bit.ly/3W23GDI

09/16/2025

What distinguishes an astute entrepreneur?
Many business owners fall into the trap of focusing on the urgent, short-term operational demands of their business, but neglect or delay the important planning critical to its ultimate longevity and long-term value extraction. Read this article to understand the key issues to consider when creating a business succession plan and the critical components of succession planning that distinguish astute entrepreneurs.
https://bit.ly/3K6mDCL

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

https://www.linkedin.com/in/nathanlaupp/

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