Bequest Asset Management

The Bequest Asset Management team had the privilege of volunteering at a golf outing to support Isaiah 117 House, an incredible organization that provides comfort and care to children awaiting placement in the foster care system. Instead of cold offices and uncertainty, Isaiah 117 offers these children a warm, safe space filled with love, clean clothes, snuggly blankets, and smiling faces. We had a wonderful day helping golfers, raising money, running a silent auction, and capturing moments with lots of smiles! We're proud to support such a meaningful cause and help make a difference for children in need. 💛 #wealth #invest #care #hope Shaun Ausborn Jim Hirchak, Jr. James B. Keefe

Trish Higgins, VP of Human Resources at Bequest Asset Management, shares actionable strategies to help you take control of your time and maximize productivity. Learn how to prioritize tasks, build lasting habits, and avoid burnout with proven techniques. Whether you’re balancing a demanding schedule or looking for ways to work smarter, Trish’s insights can help. Discover how effective time management can transform your day. Start implementing these strategies today! https://lnkd.in/epUFa58M #passiveincome #finance #wealth #time #timemanagement #skills #invest Shaun Ausborn Jim Hirchak, Jr. Martin Saenz

We’re thrilled to have our very own James B. Keefe take the stage at this year’s Family Office Summit! Events like these are where knowledge meets action—diving deep into strategies for building wealth, preserving it for future generations, and fostering lasting legacies. It’s inspiring to see such impactful conversations happening within the financial community. Stay tuned as we continue to innovate and elevate wealth management strategies. 💼🌟 For event details: https://familyoffices.com/ #FamilyOfficeSummit #WealthManagement #FinancialInnovation #LegacyPlanning #BequestAssetManagement

🏌️♂️ Teeing off for a great cause! We're proud to announce our support for the Isaiah 117 House fundraising golf tournament. Isaiah 117 House provides a comforting home for children awaiting foster care placement. By participating in this tournament, we're helping to create a nurturing environment for these children during a challenging time. Want to get involved? Here's how: https://lnkd.in/eGhFtAQw #Isaiah117House #CommunitySupport #GolfForACause #FinancialEmpowerment Bequest Asset Management

As we gather around tables filled with gratitude this Thanksgiving, we're reminded of the incredible journey we've shared in the professional world. 🦃💼 We're so profoundly thankful to our investors, partners, and amazing team for their trust and dedication to our mission. Wishing you all a Thanksgiving filled with warmth, reflection, and hope for the amazing future ahead. Let's continue to build, grow, and success together. #ProfessionalGratitude #ThanksgivingReflections #FutureSuccess Bequest Asset Management

We are thrilled to announce our sponsorship of #ALTSMIA, the premier forum dedicated to advancing the alternative investment industry in Miami. #ALTSMIA was developed by CFA Society Miami, CFA Society of South Florida, CAIA Association, Miami Finance Forum and Markets Group. This event is investor-centric, educationally focused, and packed with actionable insights for those managing, advising, or allocating to alternative assets. We're looking forward to our Roundtable Discussion around "How to discover high yielding fixed income solutions for your clients." For more information about the event, please visit: https://lnkd.in/eYhEkMfk #CAIA Association #ALTSMIA #MarketsGroup #ALTS Series #alternativeinvestments #paulHamann #steviejacobson Bequest Asset Management Martin Saenz Shawn Muneio Shaun Ausborn

How To Generate More Passive Income Martin Saenz and Shaun Ausborn tackled today’s Income Challenge head-on, explored the pitfalls of traditional wealth-building paths, and shared how Bequest is paving the way to more passive income. 💡✨ From free tools and strategies to unlocking that dream ‘mailbox money’ income stream, this session was packed with actionable insights you won’t want to miss! Replay now and start building your financial freedom. 💼💰 https://lnkd.in/ezQZXhyB Jim Hirchak, Jr. Trish Higgins Shawn Muneio #income #wealth #passiveincome #invest #finance

Honoring Our Veterans Today🇺🇸 On this Veterans Day, Bequest Asset Management extends our deepest gratitude to the brave men and women who have served our country. We are especially proud of our coworkers who have worn the uniform; your dedication and sacrifice inspire us all. Being part of the Sarasota community, we have the joy of watching the Veterans Day parade—a heartfelt tribute to those who have given so much for our freedom. Thank you for your service. Shaun Ausborn Jim Hirchak, Jr. Trish Higgins Martin Saenz Shawn Muneio

🌟 The Bequest Legacy Fund Has Arrived! 🌟 Join us on this exciting journey and explore investment opportunities with Bequest. The Bequest Legacy Fund is designed for new investors, middle-income individuals, and retirees seeking investments aimed at delivering consistent and predictable returns. With just one investment, you can gain exposure to assets across three distinct industries. This isn’t just an investment; it’s a commitment to building a better future through responsible and impactful investing. Let’s make a difference together. Click the link below to learn more and start your journey with us! 👉 https://lnkd.in/e7kWNvA2

Our Bequest Asset Management team had an inspiring experience at ADPIcon 2024 in Denver! This year’s largest Military Real Estate Investing Conference provided an exceptional mix of education and networking for investors of all levels. Shaun Ausborn shared his insights, highlighting the incredible quality of guests, speakers, and sponsors and the personal growth that came from engaging with a supportive community of military real estate investors. We're proud to be part of ADPI’s mission to empower investors with the resources they need to create the life they deserve! #wealth #income #realestate #invest Shaun Ausborn Martin Saenz Jim Hirchak, Jr. Trish Higgins Shawn Muneio