About
AI Wealth Strategist™ is an invitation-only advisory for high-net-worth individuals and families. We help clients build Resilio™—resilient wealth architectures that withstand disruption, compound with discipline, and preserve legacy across generations—delivered through The Strategic Capital Shift™.
Who We Are
We operate as a low-volume, high-impact partner for leaders who value precision and discretion. Our work is calm, decisive, and system-first: we stop hidden leaks, codify decision guardrails, and install disciplined pacing so capital compounds reliably.
- Philosophy: Resilio™ — wealth designed to endure
- Framework: The Strategic Capital Shift™ — clarity → design → deployment
- Model: Private briefings → diagnostic → advisory
Executives, founders, and families across North America and select global hubs. Admission by invitation or referral.
Governed by internal quality controls and evidence logs for repeatability.
Backed by Velien Group™ Research
Our methods are supported by Velien Group™ horizon scanning, signal taxonomy, and structured decision tools. Each release of a client artifact is versioned with changelogs and evidence references.
See Our MethodologyWork products undergo internal review for clarity, assumptions, and risk boundaries. We maintain an audit trail of key decisions, exceptions, and outcomes.
Quality StandardsHow We Think & Operate
Discretion
We work quietly, under NDA, and avoid public signaling that invites noise or pressure.
Discipline
Guardrails, pacing, and role clarity outperform ad-hoc reactions and advisor dependency.
Evidence
Decisions are documented, stress-tested, and linked to measurable objectives and constraints.
Office of the Founder
AI Wealth Strategist™ operates under the direction of Dr. Paschal Ukwu. The Office of the Founder oversees client selection, method evolution, and outcome standards—ensuring every engagement reflects our philosophy of Resilio™ and the rigor of The Strategic Capital Shift™.
Press & SpeakingA rotating internal/external review group evaluates major artifacts and public papers for independence, clarity,