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

Apparently, hiring across generations also means becoming multilingual. 😂 Same office. Same goals. Completely different...
09/25/2026

Apparently, hiring across generations also means becoming multilingual. 😂
Same office. Same goals. Completely different vocabulary.
20s: “Bet.”
40s: “Sounds good.”
60s: “You got it.”
We may not always speak the same language, but somehow we get the job done.
No cap.
(I was told that means I’m serious.) 😎

We remember and honor the lives lost on September 11, 2001. Their legacy lives on in our hearts and actions.
09/11/2026

We remember and honor the lives lost on September 11, 2001. Their legacy lives on in our hearts and actions.

This Labor Day, let’s take time to appreciate how the work we do every day builds a stronger community.
09/07/2026

This Labor Day, let’s take time to appreciate how the work we do every day builds a stronger community.

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.

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

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