Wealth and Law

Top Tools for Strategic Generational Wealth


Listen Later

Brent chats with Anna N’Jie-Konte and Keith Beverly, owners of Re-Envision Wealth, to discuss the secrets to creating strategic generational wealth. They provide effective strategies essential to helping clients grow and keep their wealth across generations.

Anna N’Jie-Konte, MBA, CFP® is the President and Director of Financial Planning for Re-Envision Wealth, one of the few black-owned advisory firms in the country. She currently serves as a financial advisor and investment consultant to individuals and
institutions who wish to build wealth in an intentional and values-aligned fashion.

Keith is the Chief Investment Officer for Re-Envision Wealth, formerly known as GRID 202 Partners, one of the few Black-owned, independent Registered Investment Advisor (RIA) firms. With over 15 years of investment management and financial planning experience, Keith’s responsibilities range from building customized investment portfolios for private clients to transitioning institutional
clients to 100% mission alignment. Under his direction, the firm has developed an expertise in identifying private market investments that deliver attractive financial returns while achieving positive social impact.

Both Anna and Keith can be found here: https://re-envisionwealth.com/

You can learn more about Brent here: https://www.rimonlaw.com/team/brent-nelson/

If you are enjoying the podcast please SUBSCRIBE and leave a REVIEW, and if you want to learn more about Brent go to https://wealthandlaw.com/team/.

...more
View all episodesView all episodes
Download on the App Store

Wealth and LawBy Wealth and Law

  • 5
  • 5
  • 5
  • 5
  • 5

5

26 ratings


More shows like Wealth and Law

View all
This American Life by This American Life

This American Life

90,894 Listeners

Odd Lots by Bloomberg

Odd Lots

1,932 Listeners

ACTEC Trust & Estate Talk by The American College of Trust and Estate Counsel | ACTEC

ACTEC Trust & Estate Talk

71 Listeners