772 US 1, Ste. 200
North Palm Beach, Fl 33408
We are a full service wealth management firm with a unique focus on real estate investments. A cornerstone of our firm has been our ability to utilize a DST (Delaware Statutory Trust) where accredited investors can invest cash or relinquish their investment property(s), 1031 Exchange the proceeds and diversify into institutional quality securitized purely passive real estate. These offerings can range across sector such as multifamily, office, self storage, medical and more.