PERSONAL WEALTH MANAGEMENT

Investment Consulting

Who can join?


Any African or anyone with ties to Africa can join




How can I join?


By completing the membership form on the website. Navigate to the 'Join us' page.




What will it cost to be a member?


There are no membership dues or cost.




Is this for only Africans living in the United States of America?


No, It is a global initiative.





Advanced Planning

Who can join?


Any African or anyone with ties to Africa can join




How can I join?


By completing the membership form on the website. Navigate to the 'Join us' page.




What will it cost to be a member?


There are no membership dues or cost.




Is this for only Africans living in the United States of America?


No, It is a global initiative.





Relationship Management

Client Relationship Management


We based our solution according to your needs—not our own. As a fee-only advisor, we are offered no compensation for recommending products or solutions. We use your needs and concerns to drive the solution that is right for you. We strive to do this by hearing your story, listening to your interests, discovering personal values and goals, and understanding relationships that impact you financially and emotionally.




Expert Relationship Management


As a member of the BAM Alliance, we have access to wide-ranging experience and expertise in estate planning, tax planning, retirement planning, charitable planning, risk management and a host of other areas. As a clients of a BAM Alliance member firm, we are able to serve as the “quarterback” of your broader financial team.