About
Be Wealth helps leaders of families design private retirement systems that prioritize control, protection, and long-term clarity.
15 states
Licensed and serving families
13+ years
Advanced planning strategy
A+ rated
Carriers behind every strategy
CPA & legal
Coordinated professional network
Kenney Emmanuel
Founder · Visionary & Integrator
Our Mission
We exist to help leaders of families turn financial complexity into a clear, coordinated plan they understand and control, guiding families to grow, protect, and share their wealth with confidence and clarity.
Every strategy we design is built around your life, not a product, not a pitch. That means documented next steps, plain-English explanations, and coordination with your CPA or attorney so nothing important gets missed.
What We Stand For
Strategy you understand and can articulate, no jargon, no guesswork.
A complete system that coordinates tax, protection, and income in one plan.
A long-term partnership built on follow-through, not one-time transactions.
Meet the Team
There's nothing small about us. A focused team of licensed professionals committed to your long-term success.
Visionary & Integrator
Founder
Kenney is the founder 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.
Retirement Plan Strategist
Co-Founder
Jaquez 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.
Tax Strategy
EA, Advanced Tax Strategist
Rebecca 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.
How connecting with our team works
Kenney, our founder, is the only team member you can book directly, pick a time on his calendar below. For everyone else, submit a request with a few details and Kenney will personally review it, match you with the right professional, and reach out to schedule a time.
Book directly with KenneyClient Experience
"Kenney took the time to understand my situation and made everything easy to follow. I finally feel in control of my money."
"The team explained options I didn't even know existed, and never once pressured me into anything."
"Clear, organized, and they actually follow through. My tax and retirement plan finally speak the same language."
Where We Serve
Be Wealth financial professionals are licensed through the Department of Finance in each state where they serve families. Select a state to meet the professional serving yours.
Schedule a no-obligation conversation to discuss your retirement-income questions, rollover options, or existing annuity contract.
Request a Retirement Income Review