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•••••@modernwealthcollective.com
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•••••@•••••.com
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Current company Modern Wealth Collective
Financial Services · 4 employees · Founded 2018 · San Diego, California, United States
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: 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 - 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 84••••••72.