Modern Wealth Design

✨ Meet the Modern Wealth Design Team! ✨

We are a boutique financial planning firm dedicated to helping individuals, families, and business owners design their financial future with confidence. Here’s how we help our clients:
• Retirement Planning
• Investment Management
• Tax-Efficient Strategies
• Estate Planning Coordination
• Insurance Planning
• Equity Compensation & Stock Options
• Cash Flow & Budgeting
• Workplace Benefits
• Wealth Transfer Strategies
• Business Owner Planning
• Major Life Event Planning
• And more!

Our goal is to provide comprehensive, personalized guidance for every stage of life.

Ready to take the next step toward your financial goals? Click the link in our bio to schedule a complimentary consultation. 📲

Exciting day in the world of finance and investments with the largest IPO in history. 🤯 Congratulations to our clients, who for some are experiencing a life changing moment. Also, watching the news this morning brought back memories of Adam and Nicole’s adventure of working from the NASDAQ building in New York.

Tomorrow is National Donut Day! 🍩 Donut worry, we’re here to help you fill the holes in your financial plan. 😛

Best of Orange 2026 Awards are live! We were so excited that we won the Best Financial Advisor category last year. 🏆 Click the 🔗 in our bio to vote for us again this year!

Happy 529 Day! 🎓 A 529 plan is a tax-advantaged investment account used for future education expenses. With a 529, you get:
✅ Tax-free growth on investments
✅ Tax-free withdrawals when used for qualified education expenses
✅ High contribution limits
✅ Flexible investment options
✅ Anyone can contribute

The 529 funds can be used for:
📚 College tuition and fees
🏫 Graduate school programs
💻 Books and school supplies
🏠 Room and board expenses
🎒 K-12 tuition (up to annual limits)
🔧 Trade schools and vocational programs

Unsure if your child will go to college or use the funds for school? Well if the account has been open for 15 years, the funds can be rolled over into a Roth IRA! (other rules and limitations apply.)

Sounds like a win win 🙌🏼

The best is yet to come✨ Book your complimentary meeting with us today!

This is our client Thomas! 👋🏼 When we first started working together he wanted to take his finances to the next level. 📈
Through our planning process, we helped him:
• Determine how much he needs to save to retire early.
• Decide whether pre-tax or Roth contributions made most sense for his goals.
• Build a clear strategy around long-term investing.
Every financial plan is custom since no two people have the same goals, lifestyle, or timeframe. 🤝