From Passive to Purposeful: Empowering the Affluent Investor
Kelly Ann Winget
Contact: K.winget@alternativewealthpartners.com
Pitch The Bitch: Grab your Financial Future by the Bags
Kelly Ann Winget is the founder of Alternative Wealth Partners (AWP), a Dallas–Fort Worth–based private equity firm redefining how modern investors build and preserve wealth. With over a decade in the alternative investment space, Kelly has raised nearly $1 billion in creative capital for startups, real estate, energy, and manufacturing projects.
Coming from a fifth-generation oil and gas family, her entrepreneurial journey began at 15 and spanned sales, healthcare, construction, and consulting, fields that sharpened her leadership skills and informed her innovative, inclusive approach to investment management.
Before founding AWP in 2020, Kelly witnessed the exclusivity of traditional private equity firsthand and set out to make institutional-grade opportunities accessible to a broader range of investors. AWP’s funds focus on diversified, non-correlated, income-generating assets in sectors like energy, infrastructure, and real estate.
As the only millennial, LGBTQ+ manager of a solo-female-founded private equity firm, Kelly is on a mission to demystify generational wealth-building and empower investors, especially women, to take ownership of their financial futures. Through her book and speaking platform, Pitch the Bitch: Grab Your Financial Future by the Bags, she exposes the gender biases in finance and offers practical strategies to close the investment wealth gap.
Kelly’s work goes beyond profits, she’s building a movement that connects capital to meaningful opportunities, fostering financial education, transparency, and lasting impact.
Kirby Rosplock
Welcome to the Tamarind Learning podcast. I am your host, Dr. Kirby Rosplock. And today we're talking to Kelly Winget. She is an incredible woman, entrepreneur, and she is founder and CEO of Alternative Wealth Partners. We're just going to call it AWP for simplicity's sake today, which is a private equity firm dedicated to creating diversified portfolios and alternative assets. So Yes, we are talking about investing today, and we're going to talk about from passive to purposeful and how to think about empowering the affluent investor today. So Kelly is really She's really special. She has been a serial entrepreneur since the age of 15. She's going to tell you a funny story about one of her earliest startups. She's done everything from working in sales, healthcare, construction, consulting. She's also a fifth-generation oil and gas family member. She's done so many cool things in her life, including she's over her business career. She's raised nearly a billion in private capital for startups in real estate manufacturing and oil and gas projects. She's just done so many neat things in her career. We're super excited to have you here today, Kelly, because you have so much to share with us about this alternative investment space.
Kirby Rosplock
So welcome.
Kelly Ann Winget
Thank you for having me, Kirby.
Kirby Rosplock
Okay, so you got to tell us about this early days entrepreneurial venture that you had that might have caused a little ruckus. What happened there?
Kelly Ann Winget
I think that I was born into seeking opportunity. I grew up in an affluent home, and so we backed up to a golf course. And the way that our house was placed, most of the golfers were not very good, so their golf walls ended up in our backyard frequently. And so I found that as a business opportunity to sell golf balls back to golfers in addition to lemonade out of the back of our driveway, which backed up to the green of this hole on the golf course. And that was my first little business opportunity and my first taste of what happens when you run a rogue business. And I think I got my first cease and desist at seven from the country club to say, Stop selling lemonade to our golfers. We have a beverage person for that. So that was my first endeavor, and it just snowballed from there.
Kirby Rosplock
See, I think that's just incredibly entrepreneurial. I mean, to shame a golfer and be like, How much do you really want this golf ball back? How sentimental is it? And I think that's just a beautiful thing because then you're like, But I'll give you some lemonade, your perch you probably need. I mean, your mother probably was out there with the Titos, and she might have been out in a splash in there to soothe them. I can imagine that was a very successful endeavor. And the cart lady or gentleman was probably like, I'm missing out on these revenue opportunities. So there's a bike it.
Kelly Ann Winget
There could have been a partnership there made.
Kirby Rosplock
It could have been family business in the making, right? So that golf club was definitely threatened by that burgeoning opportunity. Oh, yeah. So I can see why you are you're incredibly successful just all these few years later because you obviously are just barely past the age of 21. Correct. You've had quite a journey from being a passive investor to building a values-driven investment platform. I mean, obviously, you were active entrepreneur back then, but what was the aha moment that pushed you into this particular investment space?
Kelly Ann Winget
I had a career path to where we are. It started in sales at 15. I was selling car washes part-time in high school, making almost six figures as a teenager, which I recommend but also don't. There's no reason why a 17-year-old should be running around with that much money and no reins. But my parents let us make our own mistakes and learn our own lessons. I got to work with a lot of different personalities through healthcare, construction, and in the startup space. But I got a lot of really important people making a lot of really bad decisions and involving a lot of people that otherwise would have had other opinions about the decisions being made if they were wanting to informed and then kept abreast of what was going on with their capital. And that was my aha moment to like, Okay, I do have a thesis that aligns with a lot of things that of people, especially the individual investor, that wasn't available. The service, the investment options, the experience wasn't available to a retail investor, even necessarily a small single family office. And so that was my... Out of 2020, when things get really difficult, that's the time as a leader, you have to step up and accept responsibility for the things that you are in control of.
Kelly Ann Winget
Covid was really challenging, especially to people that were managing different types of assets. And when you hide instead of talk to people, people get really scared and uncomfortable. And so being on the side that was hiding, I was like, I can't do this anymore. And so that was my 2020 aha moment of, I'm just going to do this myself. I have no problem having difficult conversations with people. But I know in the long term, If intention is there, good intention is there, and active participation, that you don't just throw your hands up and say, Oh, well, the world's ending. You actually can just roll up your sleeves and address the situation and actually help companies come out of those challenges. And so that was my aha moment of, This is the time that we roll up our sleeves, not pack it up.
Kirby Rosplock
Takes a lot of courage. I mean, it's one thing to have the aha moment. It's the other thing to act, right? To just do it, just to lean in. I know, similarly, we launched a pretty significant endeavor with Tamarind Learning. Very similarly, we launched in 2020, and everyone was like, What? We're all shuttering. We're all not doing anything. We're like, Oh, no. We're doing this.
Kelly Ann Winget
The best time to start a business. I think it was the best time to do it.
Kirby Rosplock
Yeah. I mean, we felt similar in that we obviously didn't know that EdTech and know, literally, virtual learning was going to be such the newest wave, and we had obviously been planning for it before we knew a massive pandemic was going to happen. But to your point, I think sometimes you have to really follow that intuition of it is my time. You have to honor that. If you feel compelled, you can't deny and say, I'm not going to do it. I'm not going to do it. I'm just going to take the pain and just follow the herd and just continue being miserable and suffering through the drudgery. Well, tell us a little bit more about your investment thesis and how you personally align capital with causes that matter to you.
Kelly Ann Winget
I have a pretty broad holistic vision for what I believe the future should look like. And that's in different industries. That's personally, professionally, politically, whatever. It's all about what can be done to benefit the greater good. At a very practical, logical level, it's not about who can we lift up better or whatever. It's literally just, how does this make this easier and open up more opportunities for more people just through creative structure, investments, access to capital, et cetera? We don't have any weird mandate in our funds, we're looking for the right opportunity that can click into place in this big, giant puzzle we're building. And so that focus has generally been in the energy infrastructure manufacturing and supply chain space, which are all buzzwords now. But for me, I've been in this space for a decade, personally. And so building an investment thesis around that and an investment opportunity around that in the last five years has been really cool because I've been able to get into these deals that no one's paying attention to. I think it's going to get more competitive in the next couple of years now that everybody knows what supply chain means and everyone is collectively learning what a tariff is.
Kelly Ann Winget
And it's an interesting thing. Our benefit of investing in the space with our perspective is that it's been owned by the same five people for 100 years. And I bring a lot of different insight being a woman, being a millennial. And so when we're looking at opportunities of what does the next-gen of this look like, Even if the family is taking over the next generation of this business, it's going to be with a completely different personality than grandfather, right? And helping families understand what the opportunity is there because they're going to be implementing tech solutions. They're going to be implementing new types of customers. They're entering into a brand new economy that we're literally creating before us right now. And so that's the way that we're approaching the assets that we're investing in.
Kirby Rosplock
So now you've talked about this need to return the power to the investor. In your view, how has the traditional wealth management model disempowered clients, historically?
Kelly Ann Winget
I think that we've been in a very complacent, easy investment environment for the last 40 years. As long as you were stable and didn't move around a lot, you could generate a decent return. But there's going to be a lot of volatility because the entire economy is shifting. These things that were traditionally and historically money makers or reliable, you have to reconsider right now because those services or those companies are being replaced and automated. And same with wealth management. If you're an individual, it's a little different for larger families that might have a staff behind them. But for most people who are sub $300 million net worth, you're relying on fractional advisory around you. And so your advice is fragmented. Some of that is being automated without your knowledge. And so you're getting very cookie cutter advice or services, and that will just continue to get worse as more and more organizations are automating their experience. And so now it's really important to become more active, not necessarily like you going out and picking what you're doing, but just participating more in the conversation and having more insight into what you actually want to have come out of this.
Kelly Ann Winget
Because if you do have a larger networth and your family has a robust estate, then it's not necessarily about making money. You have that figured out. It's like, what do you actually want to have happen with your legacy beyond maintaining a 6-8% return that covers your family's expenses for the next three generations? What else is there beyond charity? That's the active participation piece that people need to start focusing on.
Kirby Rosplock
We'll just say the same. But what are some of the common misconceptions do you think that wealthy families have about private investments and alternative investment classes, specifically? Because I think back to what what they've maybe gone through the motions and relied on and not really connected with. Maybe it's connected to some of these misconceptions, do you think?
Kelly Ann Winget
Yeah. I think that the whole mystery land of private investing is on purpose. They want it to seem overly complicated or complex. And so you have to have outside management of these things and that, don't worry, we have XYZ working on it. But the reality is that most people don't know significantly more about that space than you would if you were to self-educate a little bit. The best part about private investing is that you have a lot of control over how you invest in the space. So unless you're through an actively managed fund where the terms are already set. You have a lot for families, you can control, if you're doing direct deals, on what the relationship looks like and the type of due diligence that you do. You can trust that the advisors that you have around you are doing that work. I think for a lot of families, they struggle with having the industry expertise in house to do certain types of due diligence. Maybe they want to start investing in healthcare tech, or maybe they want to start investing in industrials, but they don't have anybody in-house that's ever worked a manufacturing floor or worked in healthcare tech or anything like that.
Kelly Ann Winget
Who do you bring on to find those opportunities? It becomes overwhelming. And it isn't. You just have to make a decision that you're going to allocate 10, 20% of the portfolio to alternatives and then invest the time and energy or resources to do that because the the benefit of doing it will outweigh the headache that people are told exists.
Kirby Rosplock
Then talk to us, Okay, I'm going to allocate 20, 25% to alternatives. What would be my head set and what are the real challenges in vetting those deals? How do you coach your clients to think about distinguishing between legitimate opportunities and then things that might look really slick but might not be that great?
Kelly Ann Winget
Yeah, because there's a lot of this information out there. I can speak from the oil and gas space where there's a lot of bad actors in that space. And there's a lot of bad actors now in AI, too, because it's really easy to be like, We're an AI company, blah, blah, blah. Because no one really... There's only a handful of people that really understand that space, and they've been in it for two decades. But for people that are just spitting up an AI company, it can look really sexy and the opportunity is really great, but it just looks good. Unfortunately, you do have to pause and take a moment to discover how long have these people been around in this space? Are they just jumping on an opportunity to say that their company is XYZ. AI? It takes a little time and effort. But when you're looking for... Obviously, you need to see if they've been sued and what they've been sued for. Before. The SEC does do a good job of pinging people that are not doing things the right way. But there's a lot of opportunity in emerging managers, and I'm an emerging manager, and so I'm a little biased.
Kelly Ann Winget
But The best returns you get from active fund management, if you decide to go through funds instead of direct deals, which can be costly on the due diligence side, you're relying on the active manager to handle that expense and then find deals and then manage those deals on your behalf, which is a great option for a lot of people. The best funds are usually funds two and three, which are still considered emerging managers at that point. Even the largest funds that exist today, their earlier funds have much better performances than their latest fund. And that's just because of deal size. Your sweet spot deal size is going to be that one to maybe $10 million acquisition. You your funds that are sub $250 million because they're getting into the cool deals that have a lot more upside and a lot more flexibility in terms. And it's the same for a family where to go into a direct deal. But family is going to come in and write a $200 million check into a billion dollar opportunity, the buyer on the other side of that billion dollar opportunity is one of 10 people. Whereas a buyer on the other side of you put in $20 million on a $200 million deal, the buyer on the other side of that is hundreds of people.
Kelly Ann Winget
So it's just about understanding what your thesis might be or what you're comfortable investing in. But your opportunities are really going to be in that little section. And it's much more manageable than passively throwing it off to a billion dollar fund or trying to do the grunt work of investing in a million dollar opportunity.
Kirby Rosplock
Okay, let's shift gears for a minute. Let's talk about purpose. How can families begin to identify what they truly really care about and then reflect that in their portfolios? Because I think that's a huge disconnect where investment advisors might say, Okay, these are the greatest winners. This is where you should allocate. This is going to be the biggest bang for your buck. And then families are like, Okay, but that doesn't actually connect to me. I don't really care about private credit, or I don't really care about... I also I feel like there's a lot of times that investment advisors are selling you on what they think is going to make you the most money, but never actually say, Well, what do you want to make? Do you want your money to go to work and make change in the world? Do you see that?
Kelly Ann Winget
Yes, absolutely. And so we weave purpose through our entire thing. But for families that are thinking about, I have this cause that I believe in, and I really want to be active in this space. And for most families, they're setting up a family foundation, and they're donating money to things, right? But I am starting to see a shift in the advisory work that I do in the impact space is helping families identify what their mission is and what their impact investment thesis is, and how do you act on that in a way that not only returns money, but also has a community impact in some way. Think about, let's say a family is deeply connected to cancer research because they lost a loved one because of cancer, and so they're donating a lot of money to cancer research. But what they could do is they could set up an impact investment fund and invest in companies that are building medical devices, developing pharmaceuticals. Maybe there's other types of resources that companies are building around that space. And you can invest directly into the success of those companies, which ultimately has a better return. Roi. Yeah, ROI beyond just like, donating.
Kelly Ann Winget
Like, yes, donating to research is important, but and, right? The result of that is the solutions to the problem. And so you could love dogs, and you're donating to your local shelter, but what if there was these other things that you can invest in that benefited animals in a different way? You can invest directly into those things. Pharmaceuticals, food, medical devices for dogs. There's things that you can do directly, and you can set that up for yourself with intention and actively manage and direct. You can put somebody in charge of that or do it yourself. But aligning that is where I think the direction of families are going because they want to see a bigger benefit than just taking a tax incentive.
Kirby Rosplock
Well, and I think that's an interesting discussion because sometimes the charitable side is driven by that tax efficiency. Like, oh, it's really just do the charitable thing because that helps you to check the tax efficiency bucket. And then, oh, we feel good about it. Now we do our charitable thing, and then we feel good about that we're doing charity, but we're really doing it for the tax piece, really, the tax planning piece, when in fact, maybe it's a yes and, and I know you know a lot about. And that's part of, you've shared with me, how you think about the tax efficiency that you can do a lot of the investment planning and be tax-efficient. I don't know if you want to go into that at all.
Kelly Ann Winget
I don't think that people realize that you can use your DAF to do impact investing. You don't have to have it sit there in the market and never donated. You can use those dollars that you've already allocated to charity to allocate to investment stuff that you care about. So it's just about changing the custodian and directing that into assets that you believe in that can either align with... Maybe you wanted to go to your church, but you also care about cancer research, so you're investing your DAF dollars into things that directly affect cancer research. And then the results of that, the return of that is then going to your church. And that's fine. And you can do all of that alignment. Again, it just takes active participation instead of just being like, Yeah, I've set up my DAF, my advisor is doing whatever. Your advisor is getting his little whatever on of your DAF money allocation, and eventually, maybe it'll go to your church. But at the meantime, you can have that money working in things that you actually care about instead of just sitting around waiting to go to where forever.
Kirby Rosplock
I think it's a great example. There's so many things I want to talk about. I don't know where it is. Can you give us a story where aligning an investment with personal values created both the financial and emotional returns for a client? I mean, I know you have so many stories, and you just gave us one there, but are there any others that come to mind?
Kelly Ann Winget
I mean, there's a lot. Part of what we invest in is, are we looking at it as just a money play or is there something else there? I'll briefly give two examples. So one of the things that we've invested in is a coffee estate in Jamaica. And a big part of that is that we're the highest paid employer in Jamaica. We've built roads and bridges for the community there. And as we think about going into the next phase of this business, contributing profits back to the community because I'm a white girl from Texas who has a farm in Jamaica that's run by exclusively black people from Jamaica. So what is my responsibility back to them for Am I taking advantage of an opportunity there? And am I making sure that we're aligned because I'm benefiting from the work and effort and real estate that is theirs? At the end of the day. And so that's the alignment that we thought about. Is there a way that when we participate in this, can we have a mutual beneficial relationship? The other one is that I invested heavily in the defense space, and I have a lot of opinions about it, but I didn't think that the industry was going to change for the better unless somebody with a different perspective invested.
Kelly Ann Winget
While I believe in the security of our country and our military, I also believe that there needs to be a sustainable aspect of that type of manufacturing and a responsibility of who gets a hold of the things that we manufacture. And providing resources to prevent tragic events from happening. And that's my responsibility of participating in the industry. And I want to make that something that's normal. I want other investors and other companies that are participating in these sin-type things, these taboo industries, to start looking at it from a perspective of like, it has to be here. So if it has to be here, can we make it a good to society in some aspect? That's just something that I'm very intentional about, and my investors align with that. It gives them the opportunity to say, Okay, this is somebody that I can be proud that I'm invested in because of the work that they're doing. And we look at every opportunity that way.
Kirby Rosplock
Wow, that's so cool. So when you think about myths and realities, what's one of the biggest myths about alternatives or private markets that you wish more people understood more clearly?
Kelly Ann Winget
That it's really high risk. I think that that's the biggest myth that everyone's really scared of alt because it's super high risk. You have a really high risk of losing all your money. And I'm like, well, that's in every investment. There's always a possibility of loss. But I think that the concept that it's super high risk is strange because in the private space, there's all these little triggers that can be pulled along the way that de-risk the investment solely because it's privately held and you're actively participating in it. Based on how you're invested, there's the ability to pull active tax incentives, which significantly reduces your overall risk. If you have no at-risk capital and all the equity upside, then you have a risk-free investment. And I don't think that people talk about that enough. You also have more control of the opportunity. So for me, when we made a large debt investment, we were able to leverage that control when things got really bad to come in and then own the assets and have the opportunity to turn the situation You don't get to do that in a publicly traded stock where if the company CEO makes a crazy tweet and tanks half the value of the company, there's nothing that you can go in and do and try to fix Unless you're a significant shareholder, you're just out of luck.
Kelly Ann Winget
And in the private space, not necessarily so. Even if you're a small equity partner, there's still an opportunity community for you to go into leadership and say, Hey, if I have expertise in this space, Hey, I'd like to do this, that, and the other thing, or I'd like to contribute more capital, or there's more opportunities, I think, to save a situation in private assets than there are in other traditional assets. The same in real estate. You can always hold it longer, sell it, improve it. There's things you can do when you're actively participating. And I think that's the biggest about privacy is that it's too high risk for me to do. I'm going to lose all my money. Again, if you're investing 10 to 20 % of your money in alternatives, and historically, your traditional assets deliver an 8 to 12% return left untouched, then you make up that loss in a year or two. It's about shifting that mindset of like, It's too risk, I'm going to lose all my money. Don't invest all your money. Invest a little bit of of your money and take the risk because the return potential in that space is 3-5X conservatively.
Kelly Ann Winget
It's just pausing a minute and trying to break through what the communication is, the miss marketing in the space.
Kirby Rosplock
Yeah. I know a lot of this space requires a lot of education and creating the awareness because you're speaking my language here of trying to break down the walls and help people really understand what this space is all about and what it's not about. And so I'm sure you're trying to bring this awareness. I also know you're an author. So do you want to talk a little bit about the fun book that you published? Do you want to tell a little bit about what you got inspired to write? You got to tell the story of what you wrote and why you decided to write And you got to tell the story of what you wrote and why you decided to write it, because it's got a very catchy title, which I love, and it also has a great backstory. So do you want to tell a little bit more about that?
Kelly Ann Winget
Sure. So my book is called Pitch the Bitch: Grab Your Financial Future by the Bags. And I wrote it because, one, there was a movie that was released in 2000 as Vin Diesel in it, and it's called The Boiler Room. It's about a bullpen. And one of the first scenes is the new broker's coming in and he's being caught by the old broker. And the old broker is like, Rule number one is you don't pitch the bitch. If you get a woman on the phone, you hang up because they'll call you if the stock's up, they'll call you if the stock's down. It's a waste of your time. I heard this said to me in real life in many different ways, which never made any sense to me because I grew up in a space where all the people that had money were the women, the people I've covered, and the people that didn't live here. So it was a confusing space for me, but I experienced it all throughout my career until I went on my own and made it an intention. I was intentional about including both parties at the table when I was talking to them about what I wanted to invest in.
Kelly Ann Winget
And the book really walks through all these different types of messagings that are happening inside of media and books and just the financial literacy aspect of that, where I'm not talking about budgeting and saving. You can go somewhere else for that type of financial literacy. I'm talking about what's next. And for women, specifically, or even men who just aren't exposed to high networth individuals all the time, it's just, here's all the information that's gatekept from everybody unless you're a billionaire or a multimillionaire, and how to think about what resources you need around you. And it's okay that you don't know this information. It's okay that you had this little voice in the back of your head saying, "Girls are bad at math", because here's the messaging you're receiving on a constant basis from all different directions. And the book just parts that cloudiness away and says, "Here's when you need to start thinking about what bank relationship you need. Here's the retirement accounts that exist and why they exist and how you can use them to your advantage. What advisor do you need? When do you graduate from a robo-advisor to a regular to advisor, to a private wealth advisor, to an independent advisor, to family office."
Kelly Ann Winget
There's things that you can think about when we're trying to put together a plan to protect and grow generational wealth, which can mean anything to anybody. It can mean anything from somebody who had a life insurance policy that paid out 100 grand to their kid. That can be life-changing money for somebody to somebody else who is inheriting a $200 million business. There's two very different experiences, but both have have the ability to create their version of generational wealth from that. So that's the book, and it's cheeky. There's a lot of cussing in it, and I'm sorry. But the reality is that, and it's quoted in the book, no one's going to give a fuck about your money except for you. And as soon as you can accept that, then things will get a lot easier. You won't be so passive. You'll know what's going on with your money. You'll have more control of what happens to your money. Don't have it in a chokehold, but have some sense of responsibility that you're generating this money and you have a responsibility of where it goes and why.
Kirby Rosplock
Yeah. Well, agency is key. If we don't feel like we have some agency, some control, and some responsibility. Who will? It's a little frightening because oftentimes, so much of this wealth is transferred in these trust vehicles, and you're like, Oh, there's some other party, like this trustee or this trust protector or some other party is in control, and I'm just this passive beneficiary along for the ride. But at the end of the day, those funds will eventually or likely some point in time, you'll have access and you'll have some ability to control. It's really important to be aware and cognizant because you actually have typically a lot of knowledge or influence potentially to have oversight of that trustee to know what they're doing or what other parties are doing. If there's an administrative trustee or what other parties. Back to the women's piece of this, we focus so much about these generational roles, and I always think about the DNA and the fact that still, genetically, we just live a little bit longer than the men. So that wealth transfer event means that women will usually have the final imprint. They will leave that final stamp, even in these family transitions, where most women will be the ones making the final transition to their children.
Kirby Rosplock
Yeah.
Kelly Ann Winget
And be careful about having those conversations. Yeah. Don't exclude people.
Kirby Rosplock
Don't exclude people. And don't expect that just because maybe dad has always been the one in control or grandpa or the uncle or the brother, that it's okay if the wife or the daughter or the stepdaughter, whoever, should be just left out. I mean, it's so important that these family conversations are truly family because it likely will have impact on the women as much as the men. So I love, I love, I love that you have written such a provocative, a little spicy and evocative book. So please, if you haven't found it, Pitch the Bitch is on Amazon and probably lots of other places. All over the place, you can find it. And we'll give you links to Kelly Winget website, her firm's website as well. Okay, rapid fire here. I'm going to ask you a few questions before we close it out. I just want short, quick snippet answers. Nothing fancy. What's one trend in the alternative investment space that excites you right this moment?
Kelly Ann Winget
I like that. I like the shift into industrials. I think that there's an awakening in venture, which is a good thing. I think that that's probably what I'm most excited about is this family offices are also becoming less passive, and so they're getting more involved. I like that, too, that they're just more interested in doing more interesting deals with more people. I think it's the alternative investments time. I think the next is going to be really exciting.
Kirby Rosplock
Cool. Okay, next question. Best advice you you've ever received about managing wealth?
Kelly Ann Winget
Always treat the capital like it's your own. Never, ever assume that it's other people's money. I carry that responsibility with a lot of respect.
Kirby Rosplock
Yeah, I love it. I love it. Last question. What's one thing you wish every high net-worth family or individual understood about private investing?
Kelly Ann Winget
That you can do it. I promise. Just do it. I love it. Do it once. But don't burn you also, because sometimes it's bad. You experience bad things, but it's Okay.
Kirby Rosplock
Yeah, you're resilient. I honestly think that you have to experience loss to respect the opportunity of being a winner.
Kelly Ann Winget
I I think so. Fun little quip. I used to do comedy professionally and out of high school as a hobby. And one of the things that I think people need to remember is that, a comedy is born from tragedy. So success is born from failure. And as long as you can keep an open mind and a happy heart, investing isn't so scary.
Kirby Rosplock
Amen. Kelly Winget, Alternative Wealth Partners. Wonderful to have you here on the Tamarind Learning podcast. What a delight to speak with you today.
Kelly Ann Winget
Thank you for having me.
Kirby Rosplock
So if you like today's podcast, please like us Please subscribe. We're going to give you lots of more resources about alternative wealth partners, how you can get in touch with Kelly. And also we're going to give you links to Pitch the Bitch in case you want to pick up your copy and learn a lot more about private investing and alternative investing because it's definitely a niche space, but one, as we've learned today, that is approachable and one that you can learn a lot more about and one that might fit in your asset allocation. So become an empowered and educated investor, go from being passive to purposeful. And thank you all to tuning in and listening and watching us today.
