7220 Trade Street
Vista Del Mar Wealth Management was launched in 2018 by Mahalene Dulay with a mission to empower Millennial women with the partnership and tools to live a bountiful life of financial independence, security and success. We strive to achieve this with three key core pillars to money management: wealth, impact and purpose.
Wealth. Our goal is to build and preserve wealth for you, your family and your business. We believe in generational wealth, where we help you create a meaningful legacy for future generations to come.
Impact. We believe in building wealth beyond the monetary value; your money is a resource that can make a lasting impact for you, your family and our communities. There is power in money, and making the wise decisions with what to do with it should not have to be done alone.
Purpose. YOU are why Vista Del Mar Wealth Management exists. We want to build your dreams, not just your dollars. We protect what matters most to you, not just your assets. More importantly, we approach everything with your best interests at heart; our goal is to help you achieve the life you envision, and to do that with purpose.
Commitment. Our loyalty is to you and your entire family. We cultivate strong, long-term relationships in order to create, manage and preserve your most important goals with your values and identity at the core.
Integrity. Trust and transparency are held in high regard at our firm. We work together to grow your wealth and achieve financial success as a team.
Community. We create an environment and space where you can feel comfortable being your authentic self. We believe that learning from and uplifting one another helps build confidence in living an abundant financial life.
Influence. We are changemakers and believe in creating a positive impact in the world. Our firm is passionate about staying active in the community, from protecting the environment to supporting organizations that focus on empowering women and children.