Welmer Neri

Welmer Neri

Retirement Income Specialist

About Me

I’m an Executive Coach in financial services, helping individuals retire with confidence while building lasting generational legacies.

My journey began in healthcare—as a registered nurse—where I served with compassion and precision. That same sense of purpose led me to confront a growing crisis: the erosion of generational wealth and the short-lived nature of family legacies.

Through experience, study, and strategic execution, I uncovered a powerful truth—generational wealth isn’t a myth, it’s a model. Inspired by the Rockefellers’ legacy blueprint, my team and I now deliver a family-office level experience to everyday families and businesses ready to take control of their financial future.

We specialize in:
✅ Helping You Retire with Confidence
✅ Income You Won’t Outlive
✅ Customized Retirement Plans
✅ Lifetime Protection
✅ Tax-Efficient Solutions

But we don’t stop there. We don’t just protect wealth—we multiply it, preserve it, and position it to last for generations. Our mission is clear:
🔹 Awaken 10 million families and business owners to the power of untraditional financial services
🔹 Build 100,000 Elite Minds licensed professionals
🔹 Raise 1,000 transformational millionaires who understand wealth is not just earned—it’s sustained

We’re not here to replace what you’ve built—we’re here to elevate it. Every strategy is custom-built. Every decision is intentional. Every result is designed to echo across generations.

This is your moment—to retire with peace of mind, and lead a legacy that lives beyond you.

Let’s connect and explore how we can build something timeless, together.

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