Skip to main content
  • banner

    Your 1031 Investment
    Solution Experts

    Building replacement property portfolios to
    Meet your financial objectives for over 20 years.

  • banner

    Opportunity Zone Funds

    QOZsĀ are land tracts in communities designated by
    The U.S. treasury department.

  • banner

    Alternative Investments

    Alternative investments comprise the rest of the investment universe.

Investment Solutions

We maintain a broad array of investment products designed to help you achieve your financial goals.

1031 Replacement Properties

1031 exchange is a swap of one investment property for another, while deferring all or most of the capital gains that would otherwise be incurred on a regular sale of that property.

Opportunity Zone Funds

By investing in QOZs, investors can 1) defer the payment of capital gains tax on their relinquished property for several years and 2) completely avoid capital gains tax on the appreciation of the QOZ investment itself.

Alternative Investments

Alternative investments comprise the rest of the investment universe. They can run the gamut from tangible assets like collectibles, antiques, commodities & art.

Get In Touch

We Are Here for You! how Can We Help?

"*" indicates required fields

OR CONTACT PETER AND JOHN DIRECTLY