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Who We Help
  • Business Owners
  • Individuals & Families
  • Retirees & Pre-Retirees
  • Business Owners
  • Individuals & Families
  • Retirees & Pre-Retirees
Wealth Management
  • Financial Planning
  • Investment Management
  • Retirement Planning
  • Tax Planning
  • Business Exit Planning
  • Employee Benefits Planning
  • Cash Flow & Budgeting
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  • Employee Benefits Planning
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Accessibility Statement

Last Updated: November 6, 2026

Our Commitment to Accessibility

At Modernize Wealth, we believe access to financial information and guidance should be as clear and straightforward as possible. We are committed to making our website accessible and usable for all visitors, including individuals with disabilities.

Our goal is to provide an inclusive online experience that allows visitors to learn about our services, explore financial resources, and communicate with our team without unnecessary barriers.

1. Accessibility Standards

Modernize Wealth uses the Web Content Accessibility Guidelines (WCAG) 2.2 Level AA as a target for the design, development, and ongoing improvement of our website.

These internationally recognized guidelines provide recommendations for making digital content more accessible to individuals with visual, auditory, physical, cognitive, and other disabilities.

While we work toward these standards, we recognize that some areas of the website may not yet fully meet every accessibility criterion. We are committed to identifying and addressing accessibility barriers as part of our ongoing website improvements.

2. Accessibility Considerations

As we develop and maintain our website, we aim to incorporate accessibility practices such as:

  • Clear and consistent navigation throughout the website
  • Logical page structure and descriptive headings
  • Readable typography and appropriate color contrast
  • Alternative text for meaningful images
  • Keyboard-accessible navigation and interactive elements
  • Descriptive links and clearly labeled form fields
  • Responsive layouts that support different screen sizes and zoom levels
  • Compatibility with commonly used browsers and assistive technologies

Accessibility is considered during website development, content updates, and ongoing maintenance.

3. Ongoing Improvements

Accessibility is an ongoing responsibility. As our website evolves, we will continue working to identify usability issues, improve accessibility, and address barriers that may affect visitors.

Some website features or third-party content may present accessibility limitations outside our direct control. When we become aware of an issue, we will evaluate available improvements or alternative ways to provide access to the information.

4. Third-Party Websites and Services

Our website may include links to external financial resources, account-access platforms, scheduling tools, and other third-party services.

These services are operated independently and may follow different accessibility standards and practices.

If you encounter difficulty accessing information through a third-party service linked from our website, please contact us. Where reasonably possible, we will help direct you to an appropriate resource or alternative method of obtaining assistance.

5. Assistance and Accessibility Feedback

We welcome feedback from visitors about the accessibility of our website.

If you experience difficulty accessing content, navigating a page, completing a form, or using a website feature, please let us know.

When contacting us, it is helpful to include:

  • The webpage or feature where you encountered difficulty
  • A brief description of the accessibility issue
  • The browser or assistive technology you were using, if applicable
  • Your preferred method of communication

We will review accessibility concerns and make reasonable efforts to provide assistance or an alternative way to access the requested information.

You are not required to disclose a disability or medical condition to request assistance.

6. Contact Modernize Wealth

If you have questions about website accessibility, would like to report an accessibility barrier, or need assistance accessing information, please contact us:

Modernize Wealth
1300 N. McClintock Drive, Suite A
Chandler, AZ 85226
Phone: (480) 346-1283
Email: hello@modernizewealth.com
Website: modernizewealth.com

We appreciate your feedback and the opportunity to improve the accessibility of our website.

7. Updates to This Statement

We may update this Accessibility Statement as website features, accessibility practices, or applicable requirements change.

The Last Updated date at the beginning of this page will reflect the most recent revision.

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Thoughtful financial guidance for modern professionals. Helping you plan, protect, and make the most of what matters most.
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Explore

Who We Help
  • Business Owners
  • Individuals & Families
  • Retirees & Pre-Retirees
  • Business Owners
  • Individuals & Families
  • Retirees & Pre-Retirees
Wealth Management
  • Financial Planning
  • Investment Management
  • Retirement Planning
  • Tax Planning
  • Business Exit Planning
  • Employee Benefits Planning
  • Cash Flow & Budgeting
  • Risk Management
  • Financial Planning
  • Investment Management
  • Retirement Planning
  • Tax Planning
  • Business Exit Planning
  • Employee Benefits Planning
  • Cash Flow & Budgeting
  • Risk Management
ModernPro Approach
  • Our Approach
  • Our Approach
Resources
  • Weekly Market Commentary
  • Financial Insights
  • Weekly Market Commentary
  • Financial Insights
Weekly Market Commentary

About Modernize Wealth

  • About Modernize Wealth
  • Meet The Team
  • Professional Partnerships
  • About Modernize Wealth
  • Meet The Team
  • Professional Partnerships

Contact Information

  • 480-346-1283
  • hello@modernizewealth.com
  • 1300 N McClintock Dr.
    Suite A
    Chandler, AZ 85226
  • 22237 S Ellsworth Rd.
    Queen Creek, AZ 85142

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Important Information

U.S. Financial Form CRS
Securities and advisory services offered through LPL Financial, a registered investment advisor, member FINRA/SIPC.

The LPL Financial Registered Representatives associated with this website may only discuss and/or transact securities business with residents of the following states: AZ, AK, CA, CO, FL, GA, ID, IN, MI, MN, NV, TX, WA. Asset allocation does not ensure a profit or protect against a loss.
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