Meet Our Team
Jaquez X. Baldwin
Co-Founder & Retirement Plan Strategist
With years of experience helping faith-based leaders and business owners protect and grow wealth, Jaquez simplifies what others overcomplicate. He helps clients move beyond traditional 401(k) plans to design tax-free wealth systems built on life insurance, corporate structure, and smart tax strategies. His hands-on, values-driven approach brings clarity, confidence, and control to every stage of the financial journey.
Kenney Emmanuel, CEO
Founder & Wealth Strategist
With over a decade of experience, Kenney builds integrated plans that turn complexity into clear action. He coordinates tax strategy, risk management, funding, and estate structure so each decision supports the next. Clients rely on his written briefs, plain-English explanations, and disciplined follow-though.
Rebecca Wright, EA
Advanced Tax Strategist
Rebecca is an enrolled agent with over 13 years of proactive tax planning. She designs lawful strategies that reduce drag, improve cash flow, and align with long-term retirement and estate objectives. She represents taxpayers before the IRS and integrates tax with the broader plan.
Your Comprehensive Wealth Brief
Clarity, Protection, and Long-Term Planning
Good stewardship starts with a clear view of your full financial picture. We review your assets, liabilities, cash flow, and existing coverage to understand how everything works together. From there, we identify planning priorities, potential gaps, and areas where you may want to adjust risk, liquidity, or diversification based on your goals.
We also review tax-related considerations and cash flow organization in a way that supports better decision-making. When specific strategies come up, we encourage you to review them with your CPA or tax professional. The goal is to help you stay organized, intentional, and aligned with what matters most.
Every recommendation is shaped by your risk tolerance, time horizon and legacy preferences. We help you check beneficiaries, ownership structures, and basic estate planning alignment, and we coordinate with your attorney when legal documents or trust decisions are involved. The outcome is a clear written plan and next steps you can understand, explain and act on with confidence.
Investment & Risk Review
Cash Flow & Tax Review
Estate & Legacy Planning
