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Modern Wealth Collective

Modern Wealth Collective


Modern Wealth Collective's financial review

Employees

1


Modern Wealth Collective information

Modern Wealth Collective® was launched in 2018 by Mahalene Dulay after realizing how important representation and advocacy in the money space was needed. Our mission is to make, build and protect wealth for women+ of color through curated holistic financial plans aimed to achieve financial independence and success, while staying authentic and aligned to their most important financial goals. The ...
Modern Wealth Collective® was launched in 2018 by Mahalene Dulay after realizing how important representation and advocacy in the money space was needed. Our mission is to make, build and protect wealth for women+ of color through curated holistic financial plans aimed to achieve financial independence and success, while staying authentic and aligned to their most important financial goals. The reality is that the financial industry was not originally built to meet the needs of diverse communities -- our team is here to change that narrative. We strive to achieve this through three core pillars: wealth, impact and purpose. For so long, women+ of color have waited for their seat at the money table. We were tired of waiting and built our own. Welcome to Modern Wealth Collective®.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. 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 info

Modern Wealth Collective industries

Impactsustainability investing
Financial services
Life insurance
Insurance

Modern Wealth Collective's financial review

Employees

1

Employees

Principal and Lead Designer

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