Modern Wealth Design

Modern Wealth Design A Modern Way to Design Your Financial Future Securities offered through J.W. Cole Financial, Inc. Cole Advisors, Inc. (JWCA)
J.W.

(JWC) Member FINRA/SIPC www.finra.org and www.sipc.org
Advisory services offered through J.W. and Modern Wealth Design are unaffiliated entities. Financial professionals must be properly registered in the state where you live in order to conduct securities related business with you. A response to your request for information might be delayed in order to assure our compliance with this regulation.

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provided on this site is intended as a solicitation to buy or sell any security. The investments and services mentioned may not be
available in every state. No security will be offered or sold to any person, in any state in which such offer, solicitation, purchase, or sale
would be unlawful under securities laws of such jurisdictions. All information is based on material believed to be true but not guaranteed
and is subject to change. Additionally, the Financial professional does not verify the content of and is not responsible for the opinions
of any other usersโ€™ posts on their social media site, all opinions are those of the Financial professional and do not necessarily reflect
those of JWC/JWCA.

Best of Orange 2026 Awards are live! We were so excited that we won the Best Financial Advisor category last year. ๐Ÿ† Cli...
06/02/2026

Best of Orange 2026 Awards are live! We were so excited that we won the Best Financial Advisor category last year. ๐Ÿ† Click the ๐Ÿ”— in our bio to vote for us again this year!

Happy 529 Day! ๐ŸŽ“ A 529 plan is a tax-advantaged investment account used for future education expenses. With a 529, you g...
05/29/2026

Happy 529 Day! ๐ŸŽ“ A 529 plan is a tax-advantaged investment account used for future education expenses. With a 529, you get:
โœ… Tax-free growth on investments
โœ… Tax-free withdrawals when used for qualified education expenses
โœ… High contribution limits
โœ… Flexible investment options
โœ… Anyone can contribute

The 529 funds can be used for:
๐Ÿ“š College tuition and fees
๐Ÿซ Graduate school programs
๐Ÿ’ป Books and school supplies
๐Ÿ  Room and board expenses
๐ŸŽ’ K-12 tuition (up to annual limits)
๐Ÿ”ง 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 ๐Ÿ™Œ๐Ÿผ

The best is yet to comeโœจ Book your complimentary meeting with us today!
05/28/2026

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

This is our client Thomas! ๐Ÿ‘‹๐Ÿผ When we first started working together he wanted to take his finances to the next level. ๐Ÿ“ˆ...
05/27/2026

This is our client Thomas! ๐Ÿ‘‹๐Ÿผ When we first started working together he wanted to take his finances to the next level. ๐Ÿ“ˆ
Through our planning process, we helped him:
โ€ข Determine how much he needs to save to retire early.
โ€ข Decide whether pre-tax or Roth contributions made most sense for his goals.
โ€ข Build a clear strategy around long-term investing.
Every financial plan is custom since no two people have the same goals, lifestyle, or timeframe. ๐Ÿค

Client meetings are better when the whole family shows up. ๐Ÿถ๐Ÿ“ˆ
05/07/2026

Client meetings are better when the whole family shows up. ๐Ÿถ๐Ÿ“ˆ

This past weekend we were in the Orange May Parade that took place in the Orange Circle! This yearโ€™s theme was โ€œOrange y...
05/05/2026

This past weekend we were in the Orange May Parade that took place in the Orange Circle! This yearโ€™s theme was โ€œOrange you glad itโ€™s Americaโ€™s birthday. Celebrating 250 years!โ€ We had so much fun decorating the Jeep and participating in the parade. ๐Ÿ‡บ๐Ÿ‡ธ๐ŸŠ

Hereโ€™s 5 reasons why you may need a financial advisor: 1. ๐„๐ฑ๐ฉ๐ž๐ซ๐ญ๐ข๐ฌ๐ž ๐ŸŽ“: We have specialized knowledge that can help you n...
04/29/2026

Hereโ€™s 5 reasons why you may need a financial advisor:
1. ๐„๐ฑ๐ฉ๐ž๐ซ๐ญ๐ข๐ฌ๐ž ๐ŸŽ“: We have specialized knowledge that can help you navigate complex financial situations and develop a personalized plan tailored to your specific needs and goals.
2. ๐Ž๐›๐ฃ๐ž๐œ๐ญ๐ข๐ฏ๐ž ๐€๐๐ฏ๐ข๐œ๐ž ๐Ÿ“: We can provide an objective analysis of your financial situation and recommend strategies that are in your best interest.
3. ๐“๐ข๐ฆ๐ž-๐’๐š๐ฏ๐ข๐ง๐  ๐Ÿ•‘: We take on many of the time-consuming and overwhelming tasks including researching investments, monitoring your portfolio, and developing a retirement plan.
4. ๐‘๐ข๐ฌ๐ค ๐Œ๐š๐ง๐š๐ ๐ž๐ฆ๐ž๐ง๐ญ โš ๏ธ: We can help you manage risk by diversifying your investments and developing a plan to protect your assets.
5. ๐€๐œ๐œ๐จ๐ฎ๐ง๐ญ๐š๐›๐ข๐ฅ๐ข๐ญ๐ฒ ๐Ÿค: We will help hold you accountable to your goals by monitoring your progress and providing feedback to help you stay on track.
Schedule your complimentary consultation today! ๐Ÿ“ฒ

04/27/2026

Pretty scary..

Today we celebrate Administrative Professionals Day! We are so grateful for our wonderful staff that keeps everything ru...
04/22/2026

Today we celebrate Administrative Professionals Day! We are so grateful for our wonderful staff that keeps everything running behind the scenes. ๐Ÿ‘๐Ÿผ

Nicole was selected for the ๐—ช๐—ผ๐—บ๐—ฒ๐—ปโ€™๐˜€ ๐—–๐—ต๐—ผ๐—ถ๐—ฐ๐—ฒ ๐—”๐˜„๐—ฎ๐—ฟ๐—ฑ ๐—ฉ๐—ฒ๐—ฟ๐—ถ๐—ณ๐—ถ๐—ฒ๐—ฑ ๐—™๐—ถ๐—ป๐—ฎ๐—ป๐—ฐ๐—ถ๐—ฎ๐—น ๐—”๐—ฑ๐˜ƒ๐—ถ๐˜€๐—ผ๐—ฟ program for 2026! The Womenโ€™s Choice Award f...
04/22/2026

Nicole was selected for the ๐—ช๐—ผ๐—บ๐—ฒ๐—ปโ€™๐˜€ ๐—–๐—ต๐—ผ๐—ถ๐—ฐ๐—ฒ ๐—”๐˜„๐—ฎ๐—ฟ๐—ฑ ๐—ฉ๐—ฒ๐—ฟ๐—ถ๐—ณ๐—ถ๐—ฒ๐—ฑ ๐—™๐—ถ๐—ป๐—ฎ๐—ป๐—ฐ๐—ถ๐—ฎ๐—น ๐—”๐—ฑ๐˜ƒ๐—ถ๐˜€๐—ผ๐—ฟ program for 2026! The Womenโ€™s Choice Award for Financial Advisors is the only recognition program for well-qualified advisers who are committed to the womenโ€™s market and serving their female clients. Qualifying for this award reaffirms their commitment to providing extraordinary service in addressing the financial needs of women and their families. ๐Ÿฉท

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125 S. Olive Street
Orange, CA
92866

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