7220 Trade Street
Modern Wealth Collective™ (formerly known as Vista Del Mar Wealth Management) was launched in 2018 by Mahalene Dulay with a mission to empower women of color with a trusted advisor-client partnership and tools to live their best life full of financial independence, security and success. The financial industry was not built to meet the needs of women of color; our team is here to change that. We strive to achieve making, building and protecting wealth for women of color with three key core pillars to money management: wealth, impact and purpose.
Wealth. Our goal is to build and preserve wealth for you, your family and your business. We believe in generational wealth of money and knowledge to create a meaningful legacy for future generations to come. Through sound financial planning, we approach everything with your best interests at heart and your most important financial goals at the core.
Impact. We believe in building wealth beyond the monetary value; your money is a resource that can make a lasting impact for you, your family and our communities. There is power in money; making the wise decisions with what to do with it should not have to be done alone.
Purpose. YOU are why Modern Wealth Collective exists. We want to build your dreams, not just your dollars. We protect what matters most to you, not just your assets. We believe our purpose also lies in the communities that we serve. Our legacy vision is to create and implement financial education in public education.