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.

06/16/2026

✨ 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. 📲

06/15/2026

Our favorite coffee shops in the Orange Circle. 🍊☕️

06/12/2026

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.

06/10/2026

Every meeting starts with your choice of coffee, tea, beverages, and snacks, because the little details matter. ☕✨

06/09/2026

Today’s Wordle hint: Things Modern Wealth Design can help you with 📝

06/05/2026

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

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. 🤝

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: