A Team of Seasoned Professionals
Our team has over 150 years of combined experience in real estate and financial services. As 1031 Exchange and real estate investing professionals, we bring that experience to every advisor — all in an effort to best equip them to properly handle their clients’ investment property wealth.
We strive to create long-term relationships based on stewardship, transparency, and growth, all centered around creating solutions for your advisors’ present needs and their clients’ plans for the future. Our mission is simple: to improve the lives of real estate investors through innovative real estate wealth solutions.
Our Directors of Investment Property Wealth Management® work one-to-one with each advisor to help ensure a customized experience that is tailored to each client’s investing goals, helping them to further prepare for their generational wealth transfer.