Modern Wealth Design hosted a booth at the Annual Christmas Tree Lighting Ceremony in the Orange Circle. We had hundreds of families stop by our booth to take photos in front of our festive holiday photo station.

December, 2021

As we had just moved our office to the Orange Circle, it was no surprise that we joined the Orange Chamber of Commerce. We've enjoyed networking with other chamber members and business owners.

October, 2021

Our team moved our office from Irvine to the Historic Old Towne Orange Circle. We have always loved the community, antique shops, and restaurants here and are excited to have our clients meet us here going forward.

October, 2021

We hosted a Client Appreciation for our "Modern Platform" clients at Brewheim in Anaheim. It was so much fun socializing over tacos, drinks, and desserts.

September, 2021

Nicole got married in Montego Bay, Jamaica to her husband Max! Adam and Hannah were also there to celebrate and spend the week in the Caribbean.

May, 2021

Nicole presented to Parras Middle School in Redondo Beach about what a Financial Planner does, how to get started, and a typical work day for us. Nicole had a blast sharing our career to 6th - 8th graders, as they had a ton of questions and excitement.

March, 2021

Modern Wealth Design was featured in Cal State Fullerton's Business News! As graduates of CSUF, we talked about the start of our business, how CSUF helped us prepare for this career, and pieces of financial advice for young professionals.

February, 2021

We held our first Client Appreciation Event at Segerstrom Center for the Arts where we had a private chef teach us how to make raviolis. We each had customized aprons and paired each dish with a different wine. 

August, 2019