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Protect What Matters.
Make Tax-Smart Moves.
Build a Lasting Legacy.

Custom-tailored planning support for business professionals.

High income should feel secure, not confusing. Be Wealth helps you get organized, identify priorities, and coordinate next steps with licensed professionals.

WHAT WE DO

FINANCIAL PLANNING

Review your assets, liabilities, cash flow, and goals to create a clear plan and next steps.

EXPLORE FINANCIAL PLANNING

ESTATE PLANNING

Help protect what you’ve built by aligning key documents, beneficiaries, and your wishes for the people you love.

EXPLORE ESTATE PLANNING

TAX PLANNING

Plan ahead to stay organized, reduce surprises, and make tax-smart decisions that support your long-term goals.

EXPLORE TAX PLANNING

BE WEALTH UNIVERSITY

Simple financial education and tools you can use at any stage of your journey.

BE WEALTH UNIVERSITY

WHY CHOOSE BE WEALTH

PROVEN EXPERTISE

Our team holds advanced credentials and coordinates with CPAs and attorneys

FIDUCIARY DUTY

We act solely in your best interest

INTEGRATED APPROACH

Your financial, tax, and estate strategies work together

RECORD OF RESULTS

Clients experience measurable tax savings and improved wealth management

WHO WE ARE

CEO, Founder & Wealth Strategist

Kenney Emmanuel

Kenney Emmanuel is the founder and CEO of Be Wealth, where he helps people turn financial complexity into clear next steps. He focuses on coordinating tax strategy, protection planning, funding, and legacy priorities so everything works together. Clients appreciate his plain-English style, documented action plans, and steady follow-through alongside trusted tax and legal professionals.

EA, Advanced Tax Strategist

Rebecca Wright

Rebecca Wright is an Enrolled Agent and Advanced Tax Strategist with over 13 years of experience in proactive, year-round tax planning. She helps clients stay compliant, improve cash flow, and align tax decisions with long-term retirement and estate goals, while representing taxpayers before the IRS when needed. Clients appreciate her clear explanations, practical options, and steady updates as tax rules change.

Co-Founder, Retirement Plan Strategist

Jaquez X. Baldwin

Jaquez X. Baldwin is a Wealth Strategist who helps faith-based leaders and business owners simplify complex money decisions and build a clear plan. He focuses on retirement planning, tax-smart strategy, and cash flow design, with an emphasis on protection and long term stability. Clients appreciate his values-driven approach, plain language guidance, and practical next steps they can use today right away.

Clarity for the Decisions that Matter

A Clear Wealth Brief

Effective stewardship starts with clarity and coordination. We review your assets, liabilities, cash flow, and goals to confirm what's working, identify gaps to address, and map your next best steps. When specialized support is needed, we coordinate with the appropriately licensed professionals in our network.

We also support year-round tax planning within the law by helping you stay organized and prepare for key decisions ahead of time. This may include documenting what matters, reviewing planning considerations, and coordinating questions with tax professionals so you can make informed choices.

Everything is built around your priorities, risk tolerance, and time horizon. We help align key items like beneficiaries, protection planning, and legacy documents with trusted legal and tax partners, so your plan stays consistent as life changes. The goal is simple: clear decisions, coordinated next steps, and confidence about what happens next.

Risk-aware planning support aligned to your goals
Tax planning support focused on organization and informed decisions
Legacy planning coordination to help align beneficiaries and key documents
All strategies depend on individual circumstances and applicable terms

What questions do you have about your wealth?

Fill out the form and tell us what you're working on. We'll review your questions and match you with the right next step.

How it Works

We keep it simple. Start with a quick Wealth Snapshot, then we review it with you on a short Clarity call and map your next steps. If you need specialized help, we coordinate the right licensed professionals in our network to support implementation.

Services for Individuals

Simplify the financial decisions that protect your family and your future. We coordinate the right licensed support across protection planning, tax-smart moves, and legacy planning, so nothing important gets missed.

EXPLORE OUR SERVICES

Services for Businesses

Turn business income into business security. We help you coordinate tax planning, risk protection, and long-term strategy, with access to specialists in our network to support the parts that require deeper expertise.

Samuel L.

Working with Kenney has been an exceptional experience. His professionalism, depth of knowledge, and unwavering commitment to providing outstanding guidance has been truly remarkable. He took the time to understand my needs, distilled complex concepts into understandable information, and offered me personalized support. Kenney's expertise has been invaluable in guiding me with making informed decisions, and enhancing my leadership skills. I highly recommend Kenney for his exceptional guidance and knowledge.