Bequest Asset Management

Traditional retirement accounts often limit investors to stocks and bonds, leaving them vulnerable to market swings. But with a Self-Directed IRA (SDIRA), you can take control of your financial future by investing in alternative assets that generate consistent, monthly passive income. In this exclusive webinar, Bequest and IRA Club will show you how to: Protect your retirement from market volatility by diversifying beyond traditional investments Use a Self-Directed IRA to invest with more control and better returns Discover alternative investment strategies designed to provide stable, long-term cash flow Learn why investors are shifting toward alternative assets to secure their financial future Join us on March 19 at 2 PM EST and take the first step toward creating a reliable, stress-free investment strategy.

Celebrating International Women’s Day with a Special Spotlight! ???? With International Women's Day tomorrow, we’d love to take a moment to highlight one of our own, Rebekah Samples, who has been nominated in the 2025 KNOW Magazine! KNOW Magazine is a prestigious publication that recognizes and elevates dynamic women in business, celebrating their leadership, achievements, and impact in their industries. This nomination is a testament to Rebekah’s expertise, drive, and the incredible work she’s doing. As Rebekah puts it: "Very proud and honored to be nominated in this 2025 women in business magazine. This is the first magazine that I was represented in for my brain and my skill in my industry, and not because I look good in an outfit. With doors opening and relationships that I'm building, I look forward to bringing my work with Bequest in as well. I'm really excited to see how this year unfolds." We are beyond proud to have Rebekah on our team and can’t wait to see the amazing things she accomplishes this year. Join us in celebrating her and all the incredible women making an impact! See Rebekahs Feature on Page 28 Here: https://lnkd.in/eRXZxC5Z #InternationalWomensDay #WomenInBusiness #KNOWMagazine

We're #hiring a new GAAP Financial Statement Consultant in Miami, Florida. Apply today or share this post with your network.

We’re thrilled to share that James B. Keefe from Bequest will be speaking at the Beverly Hills Super Summit 2025! This premier event brings together top investors, industry leaders, and billionaire keynote speakers for high-level discussions on market trends and investment strategies. We’re proud to have James representing Bequest? #wealth #income #investing #income

Join us for an exclusive webinar on February 25th at 3 PM ET / 12 PM PT! Learn how the Income Snowball strategy accelerates wealth growth, maximizes reinvestment opportunities, and creates consistent, predictable passive income. Reserve your spot now!

Shawn Muneio is excited to join Madison Trust Company at MoneyShow Las Vegas with PPR Capital Management and Treasure Investments for a panel on Unlocking Alternative Investment Opportunities. The discussion will explore emerging market trends, key sectors for growth, and how investors can maximize returns using Self-Directed IRAs. With regulatory shifts and industry innovations on the horizon, the panel will also address common misconceptions and strategies for success in alternative investing. Join us for valuable insights and expert perspectives! #invest #financial #alternativeinvesting #wealth Martin Saenz Shaun Ausborn James B. Keefe

At Bequest, our team isn’t just here to help, you’ll find real investors with firsthand experience in building wealth through real estate. Carolina, one of our account recovery specialists, knows what it takes to grow passive income and secure financial freedom. Looking to do the same? Book a call with our investment relations team today https://lnkd.in/eip9XH8t #passiveincome #wealth #growth #finance #income

As uncertainty rises, from geopolitical turmoil to record-breaking debt, long-term investors need to stay ahead of the curve. That’s why we’re hosting?The Ultimate Income Master Class for 2025. This?free webinar?will unveil strategies to navigate volatile markets, protect your portfolio, and take advantage of the next big opportunities. Join us on?January 29th 2pm est?to learn from experts who will help you skate to where the puck is going...not where it is. Reserve your seat now and start 2025 with the tools and insights you need to succeed.

As uncertainty rises, from geopolitical turmoil to record-breaking debt, long-term investors need to stay ahead of the curve. That’s why we’re hosting?The Ultimate Income Master Class for 2025. This?free webinar?will unveil strategies to navigate volatile markets, protect your portfolio, and take advantage of the next big opportunities. Join us on?January 29th 2pm est?to learn from experts who will help you skate to where the puck is going...not where it is. Reserve your seat now and start 2025 with the tools and insights you need to succeed. https://lnkd.in/e2Rfq-UY

At Bequest Asset Management, we pride ourselves on transparency, reliability, and delivering exceptional results for our investors. But don’t just take our word for it, hear it directly from those who have experienced it firsthand! We’re thrilled to be featured on Invest Clearly, where verified investors are sharing their honest feedback about their experience with Bequest Asset Management. This is more than a review, it’s a testament to the trust, communication, and consistent performance that drive everything we do.