7220 Trade Street
Wealth. Impact. Purpose.
The financial services industry was not designed with women of color in mind. We take a modern, holistic approach to wealth planning with YOU at the core. Out with the traditional "boys' club", and make way for a fresh take on money management for women+.
Though our clients come from different walks of life, we're most passionate about working with:
Impact-Driven Millennial and Gen Z Women+
Ambitious Small Business Owners
BIPOC Women and LGBTQ+ Investors
Are you a recent grad or just starting out in your career, and were told that you needed "a lot of money" to start building your wealth? We want to empower the next generation of visionaries with the tools needed to make a difference with their money.
As a firm founded by a powerhouse mom, we understand the value and challenge of time: between our family, our business, and our health it's hard to devote the time to ensuring our wealth management is working just as hard as we do.
It's no secret that there is still a large wealth gap for women of color and the LGQTQ+ community. Modern Wealth Collective® looks and feels different than your traditional financial firm -- that's because we understand there are unique challenges that women+ investors of color face when it comes to building and preserving their wealth.
We are a heart-centered firm that is committed to being a champion for financial education, the environment and our communities.
Money is power, and what you do with it matters. Learn about our community impact and how you can be part of #TheMWCDifference.
Learning about money shouldn't be complicated. Our blog brings you financial education, money advice and market trends in a fun, easy-to-understand way.
Are there specific topics that you want to learn about? We want to hear from you! Send us a message, and we'll add it to our list of topics to cover.
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