The ascent of a wealth management expert : Nakiim Bey? Nakiim Bey specializes in wealth management, estate planning, business entity setup such as; corporations, LLCs and S. Corp. Also financial analysis while providing financial consultation for framing asset protection strategies, and estate & wealth planning. He develops financial strategies by guiding clients to establish financial targets, and matching goals with situations regarding appropriate insurance and annuity plans. His business model is aligned with strong ethical values and consults client regarding advantages and risks of using financial tools for wealth building and asset protection.
Nakiim Bey is a Registered Insurance & Annuity Broker and Financial Consultant with 17+ years of progressive experience in maintaining profitable relationships with clients while maximizing investment strategies designed to achieve financial goals. He is skilled at understanding clients’ financial situation by gathering information regarding investments, asset allocation, savings, tax planning, retirement / estate planning in order to evaluate risk tolerance.
Nakiim Bey has a BA in Social Sciences, Professional certifications from Cornell University,LIR School; Executive Leadership,negotiations,coaching. University of Cambridge, Sustainability Leadership, Diversity, Innovation. Harvard Business School;Disruptive Strategy. Currently enrolled in the University of London Post Graduate LLM External Law program-International Business Law. Nakiim Bey is a member of the ABA, American Bar Association,Metropolitan Black Bar Association, National Association of Professional Agents, National Association of Tax Professionals.
He thrived in the financial industry while working as a career agent and licensed financial advisor with Mass Mutual Marketing Partners. Mr. Bey then became a Broker selling insurance, annuities, and conducting 401K and 401B rollovers. He decided to combine his skills in both law and financial planning by developing a comprehensive approach towards wealth building and legal protection. Since it’s inception in 2008, Woodberry Wealth Management & Associates has provided a unique, comprehensive approach to wealth building, and is listed among the leading wealth management firms in New York.
Our objective is to help our clients manage, grow, and protect their assets. Our clients include individuals, families, and corporations. We demonstrate a high level of professionalism and integrity by delivering top-level services and strategy plans. We understand the complexities involved in managing financial affairs. We offer innovative and personalized solutions for our clients, with a variety of wealth management and legal protection services. With over 15 years of experience, we ensure high-quality solutions while maintaining your confidence, protection, and privacy.
With comprehensive law and investment expertise, Nakiim has maintained a successful record of managing multiple portfolios with diligent attention and continual analysis of economic trends to determine appropriate asset allocation. He coordinates public relations, conducts financial seminars, interacts cross-culturally, and offers a wide range of life insurance, annuities, and retirement planning products for wealth protection and maximizing ROI. See more details on Nakiim Bey.