Modern Wealth Design

Home
United States
Orange, CA
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.

No information
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 users’ posts on their social media site, all opinions are those of the Financial professional and do not necessarily reflect
those of JWC/JWCA.

06/02/2026

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!

05/29/2026

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 🙌🏼

05/28/2026

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

05/27/2026

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. 🤝

05/07/2026

Client meetings are better when the whole family shows up. 🐶📈

05/05/2026

This past weekend we were in the Orange May Parade that took place in the Orange Circle! This year’s theme was “Orange you glad it’s America’s birthday. Celebrating 250 years!” We had so much fun decorating the Jeep and participating in the parade. 🇺🇸🍊

04/29/2026

Here’s 5 reasons why you may need a financial advisor:
1. 𝐄𝐱𝐩𝐞𝐫𝐭𝐢𝐬𝐞 🎓: 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. 𝐎𝐛𝐣𝐞𝐜𝐭𝐢𝐯𝐞 𝐀𝐝𝐯𝐢𝐜𝐞 📝: We can provide an objective analysis of your financial situation and recommend strategies that are in your best interest.
3. 𝐓𝐢𝐦𝐞-𝐒𝐚𝐯𝐢𝐧𝐠 🕑: We take on many of the time-consuming and overwhelming tasks including researching investments, monitoring your portfolio, and developing a retirement plan.
4. 𝐑𝐢𝐬𝐤 𝐌𝐚𝐧𝐚𝐠𝐞𝐦𝐞𝐧𝐭 ⚠️: We can help you manage risk by diversifying your investments and developing a plan to protect your assets.
5. 𝐀𝐜𝐜𝐨𝐮𝐧𝐭𝐚𝐛𝐢𝐥𝐢𝐭𝐲 🤝: 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! 📲

04/27/2026

Pretty scary..

04/22/2026

Today we celebrate Administrative Professionals Day! We are so grateful for our wonderful staff that keeps everything running behind the scenes. 👏🏼

04/22/2026

Nicole was selected for the 𝗪𝗼𝗺𝗲𝗻’𝘀 𝗖𝗵𝗼𝗶𝗰𝗲 𝗔𝘄𝗮𝗿𝗱 𝗩𝗲𝗿𝗶𝗳𝗶𝗲𝗱 𝗙𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗔𝗱𝘃𝗶𝘀𝗼𝗿 program for 2026! The Women’s Choice Award for Financial Advisors is the only recognition program for well-qualified advisers who are committed to the women’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. 🩷

Address

125 S. Olive Street
Orange, CA
92866

Telephone

+17145927859

Website

http://www.ModernWealthDesign.com/

Alerts

Be the first to know and let us send you an email when Modern Wealth Design posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Modern Wealth Design:

Modern Wealth Design

06/02/2026

05/29/2026

05/28/2026

05/27/2026

05/07/2026

05/05/2026

04/29/2026

04/27/2026

04/22/2026

04/22/2026

Address

Telephone

Website

Alerts

Contact The Business

Shortcuts

Share

Category