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®.
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+.
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.
Our Clients
Though our clients come from different walks of life, we're most passionate about working with:
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.
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.
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.
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.
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.
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.