grow your wealth.
Build your
legacy.

You want to...

Have a plan for success
Invest early and often
Pay less taxes
Let's book a Call
Let's chat about what's on your mind and how I may help. The best part - it's on me!

Queenvest provides:

financial planning and investment management services for realtors.

I help to create a plan to turn your high income into high net worth and generate passive income from a diversified portfolio of properties and the stock market.

I invest your money prudently and safely and help you preserve capital and build wealth.

I help you put in place proper wealth strategies, including taxes, insurance and estate planning.

Which person sounds like you?

Our clients are successful real estate agents, brokers, and their families. 

Strong, driven real estate professionals...

need a partner and an expert guide to help them realize their ambitions and achieve their vision.

Everyone Deserves To Live A Life They Love

Meaning, purpose, fulfillment, happiness – these aren’t just big words. This is what all humans want and we all deserve to live lives that give us those things.

POSITIVE, CONSTRUCTIVE APPROACH TO MONEY BRINGS SECURITY AND PEACE

When used to give us what our hearts want, money is a powerful, positive force helping us realize our innermost ambitions.

we all need people who believe in us and help us pursue our dreams

Having someone around you who you can trust and count on will help you overcome your toughest challenges and achieve your wildest dreams.

What does freedom mean to you?

How Queenvest Services Benefit You.

why us?

The Queenvest difference.

You will always have my full attention, and I will listen to all of your questions and goals.

All pricing is transparent and provided before we begin working together.

Everything will be explained in plain English, with no confusing jargon

I’m legally required to put your financial interests before my own.

You will always be in a confidential and friendly environment.

You will never be judged on any past financial decisions.

Your phone calls and emails will never be ignored.

You will receive open and honest advice.

You’ll know what you're getting for your money.