Legacy Wealth
with Purpose
Strategic Wealth Planning & Alternative Investments to Help You Build Your Legacy
Live Your Legacy
Wealth isn’t just about accumulating assets, it’s about creating a life of freedom, security, and impact. At Investing With Beth, we believe your financial journey should be intentional, aligning with your values and long-term vision.
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Building legacy wealth means thinking beyond today’s investments. It’s about establishing a foundation that will support you, your family, and future generations while making a meaningful difference in the world. Whether you’re looking to safeguard your assets, generate passive income, or leave a lasting imprint, we help you design a custom wealth strategy that ensures your money continues to work for you.
About
Beth Underhill
Beth Underhill is a real estate investor, mentor, and capital allocator dedicated to helping others build wealth with purpose. As the founder of Investing With Beth, she specializes in multifamily real estate, private lending, and infinite banking strategies, guiding investors toward financial freedom and long-term success.
Alternative Investing
& Infinite Banking
Break free from the limitations of conventional investment strategies. We guide you through alternative investment opportunities and infinite banking principles that maximize liquidity, minimize risk, and keep your money working for you.
Private Money
& Transactional Lending
Access the capital you need to scale your investments. Whether you're funding your next real estate deal, leveraging private money, or navigating transactional lending, we provide strategic solutions to keep your financial momentum going.
