Top Tools for Strategic Generational Wealth

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 andinstitutions 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 institutionalclients 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/.