home

about 

wealth management

Our Process

contact

Are You An Individual Or Business Owner

looking for guidance to strategically grow and protect your assets in an effort to create legacy wealth?

As an individual or business owner you want to sustain, grow and build legacy wealth. To do that, you need to protect your assets from predators and creditors.

  • Predators can be the IRS, in-laws (who may become outlaws,) inflation, identity theft, inflation, recession, and depression.
  • Creditors can be the IRS, business partners, business debt, and personal debt.

Your greatest asset is YOU and your power to earn an income. If that is gone, everything else will follow. Through our needs based and client driven process, we will help educate you in making decisions about the economy and laws that can impact how you use your wealth. We will also help to protect you so that you can create wealth during your lifetime and beyond.


Do you need an advisor?

BENEFITS OF WORKING WITH AN ADVISOR

Do You Need An Advisor To Help You Manage Your Wealth?

ABSOLUTELY! It is extremely challenging to see it all while managing your personal and business affairs. Growing and sustaining wealth can be time-consuming for you to do on your own. Working with an experienced advisor can ensure that you will have the best outcomes. Working with our connections and vast knowledge will assist you in making sound decisions and planning for your future.

  • Find out how to protect your assets from predators and creditors so that you can sustain your wealth.
  • Discover how to make decisions about laws that impact how you use your wealth so that you can continue to build your wealth.
  • Find out how to create legacy wealth that can be passed on to generations.

Are you ready to be confident that your current strategy will allow you to reach your financial goals? Book a consultation call now.


Looking for guidance?

is this you?

who we work with

Individuals and business owners looking for a non-proprietary model with access to tenured legal, tax and wealth advisors to help make better decisions about how to grow, sustain and transfer their wealth when needed.

Business owners

with revenues above $5 million or more.

INDIVIDUALS

who want to grow their wealth.

COMMERCIAL 

 real estate agents.

HIGH-END

residential real estate agents.

DOCTORS

and dentists who have their own practices.

ANY PROFESSIONAL

privately owned firm.

Why we want to work with you?

is this you?

We Want To Work With You Because…

You may not have been exposed to preservation concepts or wealth accumulation strategies.

That is why we take pride in educating clients and their existing advisors when needed to make informed financial decisions. This will lead to more wealth accumulation and preservation within your family and business.

You know that wealth management requires time and expertise. Working with an individual and business consultant will help you have the best outcome.

It is important to you that you reduce your taxes exposure, protect your assets, and give you the ability to distribute your wealth to the next generation.

You know the importance of working with a professional with connections and vast knowledge. This will assist you in making sound decisions to plan for your future.

Find out who we work with

about us

Work With AWM

African Wealth Management is committed to doing things right the first time. Our tenured experiences in the areas of tax, estate and accounting for both individuals and businesses have been applauded by clients.

Our mission is to discover, educate and execute. Our non-proprietary model does not gravitate to a particular company, strategy or thought process we are behold to, but scenarios that best serve you, your family and your business. This is why we take an integrated and collaborative approach to wealth management to meet your needs. 

We have established relationships with other tenured individuals in the area of tax, estate, accounting and general advisors to advance each client based on their family dynamic, business structure, financial goals and exit to retirement.

Proud of her Kenyan background, Shiko looks forward to helping business owners within the African and African American community. 

Shiko’s husband, Eric Bell has 39 years in the financial services industry. During that time he has led teams at major financial firms in senior management roles such as BNY Mellon, State Street Global Advisors and BNP Paribas Wealth Management US. 


Shiko Kanyiri-Bell

African Wealth Liasion,
African Wealth Management, INC.

Work with Eric

Our network of Tax Attorneys, CPAs, and business advisors can help identify a variety of tax-favored strategies well suited to your business and family dynamic. From planning for the growth or sale of your business to servicing your financial future, we have a tailored approach that will fit you, your business and family dynamic. The team at African Wealth Management, Inc. can put you on the right path to financial freedom and success.

With years of financial experience and a portfolio of proven strategies and success, African Wealth Management, Inc. is dedicated to helping you and your business retain more money and make the most out of your financial situation/scenario. We offer unique planning for every business and/or individual to provide a completely personalized experience.

Eric Bell

STRATEGIC ADVISOR
AFRICAN WEALTH MANAGEMENT, INC..

learn more about Eric 

How to get started

Our Process 

Our approach is a comprehensive collaboration with other tenured advisors in the tax law, estate law, CPA & Enrolled Agent (accounting) space that is needs-based, and client-driven.

We offer unique conversations for every business and/or individual to provide a completely personalized experience based on YOUR needs and desires.

During this one hour casual consultation call, we take an inventory of what you are currently doing, income assets and family goals regarding retirement, kids & business.

DISCOVERY CALL 

During our second call, we discuss some options to meet the goals you have and possibly do some asset shifting to put you in a better tax environment.

SECOND MEETING

Once we have decided to work together, we will onboard you. We will be ready to execute to help you meet your financial goals.

ONBOARDING

Are You Ready To Be Confident That 

your current strategy will allow you to reach your financial goals?

If you are ready to “make more and keep more” book a call now.

Book a discovery call today!