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7220 Trade Street Suite 115 San Diego, CA 92121

mahalene@modernwealthcollective.com
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Empowered Investing for Women+ of Color

From longevity, health and reproductive rights, climate change and the gender wealth gap, it's no secret that women+ of color still face generational and systematic challenges around money.  Modern Wealth Collective® is committed to working towards ensuring that women+ of all ethnicities, religions and backgrounds have access to the resources to take charge of their wealth.   

So why is this focus so important?  Our founder, Mahalene, knows first hand.

Female financial advisors make up about 15-20% of the financial services industry, and even less than that are female advisors of color.  Though she worked just as hard as her colleagues to build a successful business, there were many moments throughout her career where she felt she had to do more to prove herself as an expert in the field.  Representation in the money space is important, which is why Modern Wealth Collective® strives to change the narrative for women+ investors of color to thrive in their businesses, career and lives.  

<em>"Here's to Strong Women:&#160; May We Know Them.&#160; May We Raise Them.&#160; May We Be Them."</em>

We are aware that many women of color are still struggling to find wealth advisors who understand and can meet their specific wealth management needs.  Modern Wealth Collective® is a safe, inclusive space for BIPOC women+ and allies of all backgrounds to achieve financial success. 

Our team takes the time to understand your own challenges as women of color.  We address cultural and gender barriers that may have shaped your relationship with money.  It is through these meaningful conversations that we thoughtfully design financial planning strategies to help you build and preserve your wealth, not just for you, but for future generations to come.

At Modern Wealth Collective®, we believe that there's strength in community.  We work with a network of other professionals and small business owners who either identify as BIPOC, LGBTQ+ or an ally to provide our clients with opportunities for personal and professional growth.   

Tired of waiting for a seat at the money table?  We welcome you to sit at ours.

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