7220 Trade Street
Wealth. Impact. Purpose.
We have a saying, "Start and end with your why". Learn about our "why", and what makes Modern Wealth Collective™ different than the rest.
How We Do Things
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 womxn.
Make. Build. Protect.
Let's get something straight: you don't need to be a millionaire to get sound financial planning. Whether you're just starting out, at the height of your career or getting ready to put up your permanent "Out of Office" message, we have customized paths for your wealth journey.
The financial services industry was not designed with womxn in mind. Though trailblazers before us have made many strides, there's still a lot of work to do. We believe that all womxn should have access to sound financial advice and planning. Our firm was built with our community in mind.
We are a heart-centered firm that is committed to being a champion for 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 features 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.
Though our clients come from different walks of life, we're most passionate about working with
Are you a recent grad, or just starting out in your career? 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 mom business owner, 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.
There is a large wealth gap in communities of color. Whether you're in the corporate setting or have your own empire, there are unique challenges that womxn investors of color face when it comes to building and preserving their wealth.