Financial Advisors
West Palm Beach, FL
Modern Edge Capital is an SEC-registered wealth management firm led by advisor Shubert Cineus, specializing in personalized retirement planning, investment management, and comprehensive wealth strategies for high-net-worth individuals. Operating as a hybrid firm with both virtual and in-person services, they offer customized portfolio management, retirement income solutions, Roth conversion strategies, estate planning coordination, and tax planning support. Distinguished by their rejection of one-size-fits-all approaches, Modern Edge Capital serves clients locally and across the country with tailored financial roadmaps designed around individual goals and aspirations.
Ideal for: High-net-worth individuals planning retirement, clients seeking personalized wealth strategies beyond traditional approaches, executives managing complex financial situations, those preparing for or already in retirement
Service area: West Palm Beach, Florida and nationwide
SEC-Registered Fiduciary Firm: Modern Edge Capital operates as an SEC-registered investment adviser with fiduciary responsibility, putting clients' interests first and utilizing a trusted FINRA/SIPC member custodian (Hornor, Townsend & Kent) for asset protection.
Customized, Not Cookie-Cutter: They explicitly reject outdated standardized models like 60/40 portfolios, instead creating fully personalized retirement and wealth strategies tailored to each client's unique short and long-term goals.
Hybrid Service Model: Combining advanced technology with expert guidance, they offer flexible in-person meetings in West Palm Beach or virtual consultations nationwide, with an in-house investment and equities research team supporting every client.
Address: 515 N Flagler Dr Suite 350, West Palm Beach, FL 33401
Phone: (561) 270-4047
Website: modernedgecapitalllc.com
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