Modern Wealth Collective
Financial Services - San Diego, California, United States
Modern Wealth Collective Employees
Modern Wealth Collective Details
Modern Wealth Collective (formerly known as Vista Del Mar Wealth Management) was launched in 2018 by Mahalene Dulay with a mission to empower womxn with the partnership and tools to live their best life full of financial independence, security and success. The financial industry was not built to meet the needs of womxn; our team is here to change that. We strive to achieve this with three key core pillars to money management: wealth, impact and purpose.WEALTH. Our goal is to build and preserve wealth for you, your family and your business. We believe in generational wealth of money and knowledge to create a meaningful legacy for future generations to come.IMPACT. We believe in building wealth beyond the monetary value; your money is a resource that can make a lasting impact for you, your family and our communities. PURPOSE. YOU are why Modern Wealth Collective exists. We believe our purpose also lies in the communities that we serve. Our legacy vision is to create and implement financial education in public education.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
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