Who We Are
Our mission is to build and protect wealth for women+ of color through meaningful, curated wholistic financial plans aimed to help them thrive and feel confident with their money while staying authentic and aligned to their most important financial goals.
Our Story
Founded by Mahalene Dulay in 2018, MWC was created out of the urgent need for representation and advocacy in the financial space. When the money table wasn’t built for us, we built our own—and invited others to join.
What We Do
We offer curated, wholistic wealth strategies to high-achieving professionals and entrepreneurs—designed to elevate their wealth, confidence, purpose, and generational impact.
Let’s Work Together
Ready to align your money with your mission? Book your Discovery Call: https://www.modernwealthcollective.com/schedule-a-meeting
Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Modern Wealth Collective is not affiliated with Kestra IS or Kestra AS. Investor Disclosures - https://www.kestrafinancial.com/disclosures. Kestra IS, Kestra AS, and Modern Wealth Collective do not approve, endorse, nor are affiliated with these sites or any of the material contained therein.
This profile is published for residents of the United States only. Registered Representatives of Kestra IS and Investment Advisor Representatives of Kestra AS may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact our Compliance Department at 844-553-7872.
Company Details
- Employees
- 4
- Founded
- -
- Address
- 7220 Trade St,
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- HQ
- San Diego, California
Modern Wealth Collective® Questions
Modern Wealth Collective®'s website is http://www.modernwealthcollective.com
Modern Wealth Collective®'s LinkedIn profile is https://www.linkedin.com/company/modernwealthcollective
Modern Wealth Collective® has
4 employees.
View email and phone details for 4
employees at Modern Wealth Collective®.
Modern Wealth Collective®'s industry is
Financial Services
Modern Wealth Collective®'s top competitors are
My Pathway To College,
Cal Pacific Escrow,
Tfm Financial Services Inc,
Silverstone Agency Inc.,
Engaging Women In Wealth,
Bloomberg Wealth Manager Magazine,
Quantitative Wealth Management,
April Showers (Feature Film),
Ajd Wealth Management,
Core Financial Processing.
Modern Wealth Collective®'s categories are Financial Services
Modern Wealth Collective®'s founding year is 2018
