It's Time To Jump-Start Your Generational Wealth Journey
Learn How to Scale Your INVESTMENT PORTFOLIO – WITH CONSISTENT MONTHLY PASSIVE INCOME
layout your WEALTH-GENERATING blueprint
INCLUDED, A FREE COPY OF OUR MOST REQUESTED FINANCIAL LIVING STATEMENT CALCULATOR?
This is for ANYONE who wants to know exactly where they stand in their wealth journey and how to accelerate their growth.
This is a budgeting tool, goal setting tool and, accountability partner all wrapped into one! Our most requested resource maintained and updated for the last ten years to give you a financial snapshot.
If you would like to receive your copy of Your Living Financial Statement, simply book a call with us, and in just a few minutes, you will have access to the calculator to build your GENERATIONAL WEALTH.
layout your WEALTH-GENERATING blueprint
MEET THE BEQUEST MANAGING PARTNERS
Through a combined 40+ years investing experience, Bequest is deeply committed to helping individuals and families achieve greater freedom in their lives.
MARTIN SAENZ
Managing Partner
MR. SAENZ LEADS THE OVERALL GROWTH AT BEQUEST. FOR OVER 19 YEARS, HE HAS OWNED AND OPERATED MULTIPLE SUCCESSFUL BUSINESSES. SAENZ IS AN EXPERT AT HIGH-LEVEL STRATEGY AND HAS EXPERIENCE IN FAST-START VENTURES WITH MULTIPLE PUBLICATIONS ON INVESTING.
SHAWN MUNEIO
Managing Partner
Mr. Muneio leads the investment strategy for Bequest, advancing the business through sophisticated technology and strategies while staying rooted in a people-first mindset for the organization.
layout your WEALTH-GENERATING blueprint
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