Your Home for Tangible Wealth Solutions

Alternative Investments
Built Around Your
Financial Goals

Real estate, tax efficiency, and long-term wealth preservation

Tangible Wealth Solutions helps accredited investors access professionally structured alternative investments – from DST 1031 exchanges to private placements and oil & gas royalties – with hands-on guidance from start to finish.

A Message From Our Founder
Introduction from Ryan Finch Founder, Tangible Wealth Solutions

Built on Character, Class & Integrity

Find Your Path

Which investor are you?

Most clients come to TWS with one of three financial scenarios. Tell us where you are and we’ll show you the most relevant strategies.

01

Selling a Property

You're selling real estate and want to avoid the complexity of finding, managing, and financing a replacement property while potentially deferring capital gains and depreciation recapture.
Potential Benefit: Tax Deferral

Explore DST 1031 exchange strategies that may defer capital gains and depreciation recapture taxes.

Explore DST 1031 Exchange →
02

Have Cash to Invest

You have capital sitting in the bank or stock market and want to explore alternative investment funds that may offer different return profiles and diversification beyond traditional securities.
Potential Benefit: Portfolio Diversification

Explore alternative investment funds that may offer different risk/return profiles vs. traditional markets.

Explore Private Placements →
03

Looking to Reduce Taxes

You're looking for strategies that may potentially reduce your adjusted gross income, W-2 or earned income, or capital gains from the sale of other assets - within legal and regulatory bounds.
Potential Benefit: Tax Deferral

Explore tax strategies that may help reduce AGI, earned income, or capital gains – always consult your tax professional.

Explore Tax Strategies →

Investment Solutions

Alternative investment strategies for accredited investors

Explore institutional-grade alternative investments that may help potentially defer taxes, diversify your portfolio, and seek income — though all investments carry risk, including potential loss of principal.

1031 Exchange · Real Estate

DST 1031 Exchange
Replacement Properties

Delaware Statutory Trusts may allow you to defer capital gains taxes while gaining access to institutional-grade real estate without active management responsibilities.

  • Potential capital gains tax deferral
  • Passive ownership structure
  • Diversified high-quality real estate
  • No active property management required
Explore DSTs →

Private Securities · Reg D

Private Placements
& Alternative Funds

Gain access to private market investments – including real estate funds and other alternative strategies – typically unavailable through traditional brokerage accounts.

  • Access to institutional-level opportunities
  • Potential portfolio diversification
  • Multiple fund structures and strategies
  • For accredited investors only
Explore Private Placements →

Energy · Tax Strategy

Oil & Gas
Investment Services

Oil and gas royalty and working interest investments may offer distinct tax advantages, income potential, and portfolio diversification. Available only to accredited investors. These investments involve substantial risk.

  • Potential tax deduction benefits
  • Possible income from royalty streams
  • Energy sector diversification
  • High risk – see full disclosures
Explore Oil & Gas →

Holistic Planning

Comprehensive Wealth Solutions
and Tax Strategies

A broader approach to wealth preservation and tax efficiency – combining multiple strategies to align your investments with your long-term financial picture.

  • Tax efficiency strategies
  • Multi-vehicle investment coordination
  • Long-term wealth preservation focus
  • Personalized representative guidance
Explore Wealth Solutions →

Our Process

How we work with you

A clear, structured process designed around your specific financial situation and goals.

We gladly partner alongside your Tax Advisor or CPA, Financial Advisor, and/or Trust/Estate Attorney. We bring unique expertise as a part of your complete financial advisory team.

01

Discovery Consultation

We start by understanding your financial situation, tax picture, investment objectives, and timeline - no obligation, no pressure.

02

Strategy Review

We present relevant investment opportunities and strategies aligned with your goals, with full disclosure of risks, fees, and structures.

03

Accredited Investor Verification

For applicable private offerings, we'll guide you through the accredited investor verification process required under Regulation D.

04

Ongoing Support

We remain a resource throughout the life of your investment - for reporting questions, tax documentation, and future planning.

$175M+

in alternative investment transactions facilitated

Tangible Wealth Solutions has helped clients navigate complex real estate, tax, and alternative investment strategies for years. Past transaction volume does not guarantee future results.

over300

Total Clients Served

Trusted by accredited investors nationwide seeking guidance on real estate and alternative investment strategies

1031

Exchange Professionals

Dedicated focus on DST 1031 replacement strategies for real estate investors

Work with an experienced alternative investment representative

Tangible Wealth Solutions provides direct access to our team as you evaluate alternative investment structures suited to your financial goals and risk tolerance.

Transparent Compensation

How we’re compensated

No Advisory Fees

Real estate advisory, portfolio analysis, and deal reviews are often provided at no charge to you. Our goal is to understand your needs before presenting any investment opportunity for your consideration.

Aligned Incentives

Fund placement commissions are paid by the investment company, not the investor. This structure aligns our incentives with your outcomes, because we only succeed when you invest with confidence.

Knowledge Center

Investor education resources

Understanding how these investments work before you invest is fundamental. Explore our library of guides, videos, and webinars.

1031 Exchange · Video

Understanding Delaware Statutory Trusts

Learn how DSTs work, what qualifies as a like-kind exchange, and the potential benefits and risks of this strategy.

Watch Video →

Tax Strategies · White Paper

Tax-Efficient Investment Strategies

An overview of strategies that may reduce your tax burden – including oil & gas deductions, cost segregation, and more.

Read White Paper →

Alternative Investments · White Paper

Alternative Investment Overview

A broad look at the alternative investment landscape – from private placements to real assets – and how they may fit in a diversified portfolio.

Read White Paper →

Investment Philosophy

Five principles that guide every decision

Our investment philosophy is built on discipline, transparency, and a deep respect for each client’s unique circumstances.

01

Risk Mitigation

Identify repayment sources, manage liabilities strategically, plan multiple exit strategies, and maintain contingency plans for various scenarios.

02

Disciplined Process

The ability to say “no” and walk away from deals using a disciplined approach. There will always be another deal – avoid tunnel vision.

03

No Market Timing

Investment cycles occur and preparing for changes is imperative, but we do not believe you can time cycles perfectly or predict exactly when trends will turn.

04

Long-Term Growth

Real estate is generally illiquid with high transaction costs but has historically performed well over long periods. The majority of loss occurs when sold in distress.

05

Individual Circumstances

Each client has unique requirements for return, risk tolerance, and access to capital. What is a good deal for one client may not suit another.