Shubert Cineus is the Founder and Managing Director of Modern Edge Capital LLC and a Fiduciary Financial Advisor dedicated to helping individuals and families retire with clarity, confidence, and a well-structured financial plan. With over nine years of experience helping clients nationwide, Shubert specializes in retirement income planning and Roth conversion strategies, delivering personalized, tax-efficient solutions designed to create sustainable income and long-term financial security.
Operating with a fiduciary, client-first approach, Shubert focuses on solving the two biggest risks retirees face: market volatility and rising taxes. By combining disciplined planning, strategic Roth conversions, and income-focused solutions, he helps clients transition from accumulation to distribution with a clear and dependable plan built around their long-term goals.
Shubert holds a leadership certificate from Harvard University and a financial markets certificate from Yale University, strengthening his expertise in both leadership and advanced market concepts. He also earned a Bachelor’s degree in Business Administration from INAGHEI State University. In addition, he is a successful published author of Secrets of Becoming Tax-Efficient in Retirement and Creating Guaranteed Income for Life, where he shares practical strategies to help individuals reduce tax exposure and build reliable income throughout retirement.
In addition to leading Modern Edge Capital, Shubert serves on the Business and Accounting Advisory Board at Keiser University, contributing to the development of future business professionals and staying connected to evolving trends in finance and education.
Known for his disciplined approach, strong communication, and commitment to excellence, Shubert has built a reputation for simplifying complex financial decisions and delivering results. His mission is clear: to help every client achieve retirement income, tax efficiency, and financial independence with a plan built for long-term success.
At Modern Edge Capital, we’re here to discuss your retirement and wealth goals whenever you’re ready, helping you live life your way. With no obstacles in your path, simply tap into our open calendar and book a virtual consultation at a time that suits you best!
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Curious about retirement planning or wealth management with Modern Edge Capital? We’ve got you covered! From how we secure your assets to what sets us apart, our answers provide clarity and confidence. Explore tailored solutions and expert insights designed to meet your financial goals—read on to discover how we can support your journey to a thriving future!
Wondering what to bring to your initial meeting? All you need are your financial questions and aspirations! Our first consultation is a relaxed conversation designed to explore your needs and outline how our retirement planning and wealth management services can help. No paperwork is necessary—just come prepared to share your vision for your financial future, and we’ll take it from there!
Yes, you can absolutely transition to Modern Edge Capital as your financial advisor, no matter where you live—Florida or beyond! We proudly serve clients across the country, offering flexible remote consultations via phone or video to fit your schedule and location. Start securing your retirement and wealth management goals with us today!
Wondering how often to revisit your financial strategy? We recommend reviewing your retirement plan and wealth goals with your Modern Edge Capital advisor at least once a year—or whenever life throws a curveball like a new job, marriage, or nearing retirement. Staying proactive keeps your plan aligned with your evolving needs and aspirations!
At Modern Edge Capital, we reject outdated, cookie-cutter strategies like the traditional 60/40 or 80/20 models—because today’s wealth management demands more. Our Wealth Managers know every client is unique, so we deliver fully customized retirement planning and financial solutions tailored to your specific short-term needs and long-term ambitions. This personalized approach ensures lasting financial security and confidence, distinguishing us from firms stuck in the past.
Modern Edge Capital is a retirement planning firm specializing in asset management for high-net-worth individuals. Committed to excellence, we strive to deliver the highest standards of service and integrity in every client relationship, ensuring your retirement planning and financial goals are met with expertise and care.
At Modern Edge Capital, safeguarding your assets is our top priority. We maintain rigorous compliance standards in alignment with SEC and FINRA regulations, including adherence to the SEC’s Customer Protection Rule (Rule 15c3-3), which is specifically designed to protect client funds and securities from misappropriation. Our firm diligently implements these regulatory standards to help ensure the integrity, security, and safety of your retirement and investment portfolios.
