What does modern wealth management actually look like beyond the traditional 60/40 portfolio?

In this episode of Wealth Unfiltered: Advising the Modern Allocator, Samantha Parrinello sits down with Anna N'Jie-Konte, CFP®, Founder & CEO of Poder Wealth Advisors, to explore how today's leading Registered Investment Advisors (RIAs) are rethinking portfolio construction, alternative investments, and holistic financial planning for the next generation of high-net-worth clients.

With experience spanning Bernstein, RBC Wealth Management, and now her own nationally recognized RIA, Anna shares why she left the traditional wealth management model to build a practice focused on entrepreneurs, business owners, executives with equity compensation, and women navigating significant financial transitions.

The conversation explores why portfolio construction begins with understanding a client's values, legacy goals, and life vision—not simply selecting investments. Anna discusses how alternatives fit into sophisticated client portfolios, when private real estate becomes appropriate, the role of tax-efficient planning, and why advisors should move beyond standardized asset allocation toward personalized strategies aligned with each client's objectives.

The episode also examines:

• Why many high-income professionals are underserved before major liquidity events
• Building wealth around business exits, stock options, and concentrated equity positions
• When alternative investments belong in a portfolio
• Values-based investing and impact-focused portfolio construction
• Private real estate and affordable housing allocations
• Tax planning strategies for affluent investors
• How RIAs can deliver a more personalized client experience
• Why women are reshaping the future of wealth management
• Long-term financial planning beyond traditional investment advice

Whether you're an RIA, financial advisor, family office professional, institutional allocator, or accredited investor, this episode provides practical insights into building resilient portfolios and serving clients through increasingly complex financial lives.

About Anna N'Jie-Konte

Anna N'Jie-Konte is the Founder & CEO of Poder Wealth Advisors, a Baltimore-based Registered Investment Advisor serving high-net-worth individuals navigating business exits, inheritance, divorce, and other significant wealth transitions. She is a CFP® professional, three-time Investopedia Top 100 Financial Advisor, Financial Advisor Magazine "Young Advisor to Watch," and CFP Board Brand Ambassador.

Can retirement accounts invest in multifamily real estate, private equity, and other alternative investments?

In this episode of Wealth Unfiltered, Samantha Parrinello sits down with Ramez Fakhoury, Vice President of IRA Club, to explore how self-directed retirement accounts are reshaping access to alternative investments for financial advisors, accredited investors, and capital raisers.

While many investors assume retirement savings are limited to stocks, bonds, and mutual funds, self-directed IRAs and solo 401(k)s can provide access to a much broader investment universe—including multifamily real estate, private equity, private credit, and other alternative assets. Ramez explains why education remains one of the industry's biggest challenges and how advisors can better serve clients by understanding the opportunities available within retirement accounts.

The conversation also examines how RIAs can strengthen client relationships by expanding access to alternative investments, the common misconceptions surrounding self-directed retirement accounts, and why diversification has become increasingly important in today's market environment. Ramez shares how IRA Club supports advisors, sponsors, and investors throughout the investment process while highlighting the role retirement capital can play in long-term wealth building.

• What a self-directed IRA is—and how it works
• Using retirement accounts to invest in multifamily real estate
• Alternative investments inside IRAs and solo 401(k)s
• Common misconceptions financial advisors encounter
• How RIAs can better serve clients seeking private market exposure
• The role of retirement capital in real estate investing
• AI-driven portfolio protection strategies and managing market volatility
• Resources available to investors, sponsors, and financial advisors through IRA Club

Whether you're a financial advisor, accredited investor, real estate sponsor, or simply exploring ways to diversify beyond traditional markets, this episode offers practical insights into using retirement capital as part of a long-term investment strategy.

Subscribe to Wealth Unfiltered for conversations with industry leaders on multifamily real estate, alternative investments, portfolio construction, wealth management, self-directed IRAs, retirement investing, and the future of private markets.

How do you separate an institutional-quality real estate sponsor from one that simply has good marketing?

In this episode of Wealth Unfiltered, host Samantha Parrinello sits down with Jake Heidkamp, Co-CEO of FactRight, one of the industry's leading independent due diligence firms, to uncover the framework professional allocators, RIAs, and broker-dealers use to evaluate private real estate sponsors.

With a unique background spanning structured finance, law, and alternative investment due diligence, Jake has reviewed thousands of private placements, Delaware Statutory Trusts (DSTs), non-traded REITs, private equity offerings, and multifamily real estate investments. He shares the diligence standards that distinguish institutional-grade operators from those that may present hidden risks.

Whether you're a financial advisor, accredited investor, or real estate sponsor, this conversation provides a practical due diligence checklist for evaluating sponsors, underwriting assumptions, alignment of interests, and investment risk before committing capital.

• What institutional due diligence really looks like behind the scenes
• The biggest red flags investors and advisors often overlook
• How to verify a real estate sponsor's track record
• Common underwriting assumptions that deserve closer scrutiny
• What "alignment of interests" actually means in private real estate
• How RIAs evaluate multifamily investment opportunities
• Questions every investor should ask before investing with a sponsor
• What separates institutional-quality sponsors from the rest

As alternative investments continue to become a larger part of modern portfolio construction, understanding sponsor due diligence has never been more important. This episode offers valuable insights for anyone seeking to make more informed private market investment decisions.

Subscribe to Wealth Unfiltered for conversations with industry leaders covering multifamily real estate, alternative investments, portfolio construction, due diligence, wealth management, and the future of private markets.