7220 Trade Street
Investing as a woman in our world today is much different than it was 40-50 years ago; we're living longer and have taken on more responsibilities both at home and in the workforce. Although a lot has changed, there's still a gender wealth gap, especially for women of color. Modern Wealth Collective™ is committed to working with women to empower diversity and ensure that women of all ethnicities, religions and backgrounds have access to the resources to take charge of their wealth.
So why focus on BIPOC (Black, Indigenous, People of Color) women investors? 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. It is because of the adversity Mahalene faced that Modern Wealth Collective™ strives to change the narrative for women investors of color to thrive in their businesses, career and lives.
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 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.
Modern Wealth Collective™ works with other women of color and allies to seek opportunities for personal and professional growth. We are here to disrupt the traditional financial industry and build wealth in BIPOC communities.