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Michelle Anthony, AIF®
Modern Wealth Management

Tel: 520-298-1900
1640 East River Road
Suite 208
Tucson, AZ 85718
Modern Wealth Management | Financial Advisor in Tucson ,AZ

For Your Now, Your Future, and Your Legacy


About Michelle Anthony

Michelle is the Co-Founder and President of Modern Wealth Management. She is an Accredited Investment Fiduciary (AIF®) and financial advisor with over 19 years of experience in the industry, including experience with top Fortune 500 firms. Michelle specializes in comprehensive holistic financial planning. She takes the time to listen and understand her clients needs. She also adds an educational feature to help ensure all of her clients make informed decisions.

Michelle also has a passion for financial literacy. She has spent the past seven years developing and teaching adult educational classes. These classes are designed to empower people to take control of their financial future.

Michelle was born and raised in Tucson and is part of a Tucson lineage tracing back to 1880. She was the 2nd generation to attend Salpointe Catholic High School. She attended University of Arizona, Eller College of Management where she earned her Master of Science in Finance and Bachelor of Science in Finance.

While finance is her passion, Michelle thrives in her philanthropic interests across Tucson. She was a 2014 National Philanthropy Honoree and in 2015, a 40 Under 40 Honoree. She is an active member of nonprofit organizations including cooking meals at Ronald McDonald House, the Junior League of Tucson, and the Diaper Bank of Southern Arizona. She is a past Board President of the Diaper Bank of Southern Arizona, on the Board of Directors for Casa de los Ninos, and the Banner Advisory Board.


About Modern Wealth Management

At our firm, we have the client and only the client in mind.

Our mission is to get to know and understand the client's needs, wants, and long-term goals. We want to help clients develop, implement, and monitor strategies that are designed to address individual needs. We understand the challenges families face today ant the uniqueness of every situation.

From managing debt, to saving for college, to retirement; these personal finance challenges can be overwhelming. Our commitment is to utilize all of our resources to help clients pursue their goals.

We believe in thinking out of the box and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All of our energy, commitment, and efforts are focused on the client, and their satisfaction.

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General Information

Firm Start Year:   1992
No.of Employees:   10-19
Name of Broker/Dealer:   Centaurus Financial Inc
Name of Custodial Firm:   TD Ameritrade & Pershing LLC
States Licensed in:   AZ, CA, CO, FL, MA, MD, NM, NY, OR, TX, WI
Number of Years with Current Firm:   8
Work with the following types of clients:   Non-Profit Organizations, Individual Investors, Businesses
Foreign Languages Serviced:   English, Spanish
Advisory Services Provided:   Tax Advice and Services, Financial Planning for Businesses, Risk Management, Estate Planning & Trusts, Financial Planning for Individuals

Services

Investment Types:   Exchange Traded Funds (ETFs), Alternative Investments, Annuities, Bonds, Stocks, Mutual Funds, Insurance, Socially Responsible Investments (SRI)
Can meet clients in the following ways:   Our Office, Video Conference, Via Phone

Qualifications & Memberships

Insurance and Annuity Licenses:   Annuity, Accident, Casualty, Property, Variable Life, Life, Variable Annuity, Long Term Care, Health

Firm Information

Firm's Number of Clients:   1000+
Firm's Number of Planning Clients:   200+
Firm's Number of Managed Clients:   800+
Assets Managed by Firm:   $480,000,000
Assets Managed by Advisor:   $450,000,000

Compensation and Fees

Fee Structure:   Fee-Based
Compensation Methods:   Commissions, Flat Fee, Based on Assets

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Financial Services

Financial Planning for Businesses

We offer many solutions for business from retirement plans to addressing the major issues business owners face in succession planning for their business and estate.

Financial Planning for Individuals

As a holistic financial planning firm, we take into consideration many different facets of your family's needs, wants and financial objectives, creating a comprehensive financial plan to help you achieve your goals.

Estate Planning & Trusts

We offer: Corporate Successor Trustee, Complimentary Trust Reviews, Irrevocable Trust Management, Generational Skip Trust Asset Management, Term Life Insurance, Whole Life Insurance, Universal Life Insurance, Indexed Universal Life Insurance, Variable Universal Life Insurance, Survivor Benefit Planning, and Buy/Sell Agreements.

Tax Advice and Services

We offer: Deferred Sales Trusts, Life Insurance Premium Finance, 1031 exchanges and DSTs, Business Succession Planning, Buy/Sell Arrangements, Employee Stock Purchase Plans, Estate Equalization, and Qualified Opportunity Zones.

Risk Management

One of the most important things you can do to protect your family and your business is to have the right kinds of insurance in place should the unexpected happen.We offer: Homeowners & Auto Insurance, Renters Insurance, Home Warranty, Commercial Business & Property Insurance, Umbrella Policies, and Key Employee Insurance.


Faqs

Why should I choose you as my financial advisor?

While having all the appropriate Federal and State Licenses, I also hold an MBA in Finance.

If you are going to manage my account, will you obtain my permission every time you buy or sell something?

No, we work as a team with at least two team members per client so that someone is always available for the client.

How many clients do you currently manage?

Our firm manages over 1000 clients, and we work as a team to be able to take on more. I personally only take on 25 new clients per year.

Have you ever been charged with any breaches?

None.

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Disclaimer

Securities and advisory services offered through Centaurus Financial, Inc. member FINRA and SIPC, a registered investment advisor. This is not an offer to sell securities, which may be done only after proper delivery of a prospectus and client suitability is reviewed and determined. Information relating to securities is intended for use by individuals residing in Arizona, California, Colorado, Florida, Maryland, Massachusetts, New Mexico, Texas, and Wisconsin. Centaurus Financial, Inc., and Modern Wealth Management are not affiliated.

Compliance

Registered Investment Advisor:

Yes


Registered Representative:

Yes


Investment Advisor Representative:

Yes


Acknowledged fiduciary:

Yes


Compliance Disclosures in Last 5 years:

Have a clean record


Criminal Disclosures in Last 5 years:

Have a clean record


Office Hours

wiseradvisor-balck-li-img Mon. 8:00 AM - 5:00 PM
wiseradvisor-balck-li-img Tue. 8:00 AM - 5:00 PM
wiseradvisor-balck-li-img Wed. 8:00 AM - 5:00 PM
wiseradvisor-balck-li-img Thu. 8:00 AM - 5:00 PM
wiseradvisor-balck-li-img Fri. 8:00 AM - 4:00 PM

Communities Served

Southern Arizona Tucson
Catalina Foothills Oro Valley
SaddleBrooke Mount Lemmon
Sahuarita Nogales
Green Valley Sierra Vista
Phoenix Mesa
Scottsdale Chandler
Glendale Tempe
Gilbert Northern Arizona

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