Wesselt Capital Group

I left my soul-killing job with Related Hudson Yards in Oct 2018. In order to re-center myself and take a much-needed break, I decided to take the rest of the year off. Living in NYC, the first thing I asked myself was, how am I going to pay for everything?! That’s where Wesselt Capital Group came in!

In 2006, my sister introduced me to her financial adviser, that being Rich Wesselt. I had been living in NYC for about a year and had accrued about $45K in debt. After taking an honest assessment of my finances, or rather lack thereof, Rich introduced me to the infinite banking method. Simply put, infinite banking is the road to financial freedom. Rich was not only able to map out HOW I would achieve my goals, but he also eased me into the EXECUTION.

One of the things I love about Rich and his team is that they want to set you up for success! Everyone on his team is responsive and genuinely wants to see you do well. There is no hidden agenda. Rich is not going to sell you a get-rich-quick scheme. He will only ask you to be honest with yourself and then he will help you build discipline. I don’t have to tell you that this type of client service is non-existent these days, if not on life support. Rich and his team always make me feel like a priority. Any time I’ve called, my issues are always addressed in an expeditious manner. You can imagine what that means to a New Yorker!

So how was I able to not work for 3.5 months, pay my bills, AND travel to Portugal, Italy, and Trinidad? Infinite banking! By working with Rich, I broke the cycle of living from paycheck to paycheck; I learned how to increase my discipline in tandem with my salary. It took me a couple years to be debt free but once I tasted that kind of freedom, I never looked back.

It’s been 13 years since I’ve met Rich and I am lucky to call him my friend. Whenever we do our annual check-ins, I can’t help but point out where I started. Who knew that a poor girl born in the Philippines would have this kind of success story, living in one of the most expensive cities in the world! I can genuinely say that meeting Rich was a game changer! I don’t dare think where I would be had he not led me the way to financial freedom.