The Angel Next Door Building Wealth with Alternative Assets: Private Equity, Credit, and Tax-Advantaged Investing
What does it really take to build wealth? Could the answer lie beyond traditional investments and into the realm of alternative assets and creative financial structuring? This episode of The Angel Next Door Podcast digs into that very question, challenging listeners to rethink what successful investing looks like in today’s ever-changing economic landscape.
Guest Kelly Ann Winget, founder of Alternative Wealth Partners, brings a myriad of experience from five generations in oil and gas and over 250 private placements. Her innovative approach encompasses everything from managing diversified private equity funds to investing in sustainable consumer products, ammunition manufacturing, and even a Jamaican coffee farm—all while keeping a laser focus on tax strategy and long-term financial growth.
Together, Marcia Dawood and Kelly Ann Winget unpack the nuts and bolts of alternative investments, the critical importance of tax credits, and what fund managers often overlook when serving individual investors. This episode is essential for entrepreneurs and investors ready to push past conventional wisdom, gain insider insights, and discover practical ways to maximize their wealth and investment impact.
To get the latest from Kelly Ann Winget you can follow her below!
https://www.linkedin.com/in/kellyannwinget/
https://www.kellyannwinget.com/
https://a.co/d/9HERqTl - Kelly's Book - Pitch the Bitch: Grab your Financial Future by the Bags
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