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For so long, women of color have waited for their seat at the money table. We got tired of waiting and built our own.

Welcome to Modern Wealth Collective®.

Welcome to Modern Wealth Collective®.

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+.

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... no copy here ...

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... no copy here ...

... no copy here ...

... no copy here ...

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Money with Meaning

Money with Meaning

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 making a difference.

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Our Clients

Though our clients come from different walks of life, we're most passionate about working with:

Women of Next Generation

Women of Next Generation

Have you been told that you need "a lot of money" to get sound financial advice?  We're changing the narrative, so that more women can build wealth.


We help Millennial and Gen Z Women professionals elevate their wealth and feel more confident about their money decisions.

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Women in Business

Women in Business

Thriving business owners understand that success is not achieved alone, and that's also true for building their wealth. 


We partner with ambitious female founders and entrepreneurs who want sound strategies to bring more clarity and growth in their personal and business lives. 

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Women+ Investors of Color

Women+ Investors of Color

Representation in the money space matters, which is why Modern Wealth Collective® looks and feels different than your traditional financial firm.


We are passionate about working with women+ of color who seek aligning their money strategies with what's most important to them. 

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Why work with Modern Wealth Collective®?

As an all-women+ team, we've built our approach to financial planning and wealth management to be centered around your experiences, your resources and other factors that make your money journey unique.  

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What We Offer

Through education, our expertise and approach to money management, we offer different services to address the realities that women of color and other diverse communities face when it comes to building and protecting their wealth. 

Retirement

Achieving the opportunity to retire on your own terms

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Wealth Management

Investment and portfolio management from a team-approach

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Business Strategies

Wealth-building strategies for female founders and business owners

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Legacy Planning

Protecting and advocating for your wealth at every phase of life

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Our Three Step Process

STEP

1

Discovery Call

We want to know what you're looking for in your wealth journey and determine if we're the right vibe to work together.

STEP

2

Strategy Planning

We’ll map out a financial plan based on your goals and financial resources to keep us moving forward.

STEP

3

Ongoing Planning

Life changes and so should your financial plan.  We're here every step of the way.

Live your financial present and future by design, not by expectation.

Ready for the next step to financial success?  Get started on your wealth journey with us today.

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