Services

Wealth Services

Tangible Wealth Solutions is a trusted financial firm for those looking to invest in real estate and alternative investments. Our team works with you to provide customized solutions based on your unique needs and financial goals. Working with you and your advisors, we take the time to ensure comfort in the investment process. We specialize in helping clients looking to sell an existing property and/or identify strategic and tax efficient opportunities to reinvest this capital. TWS acts as a Broker for Private Real Estate, Private Credit, and Private Equity investments.

  • Advising based on the Principles of the Certified Financial Planning Practice Standards.
  • Coordinated approach with other professional partners to deliver impactful solutions for our clients.

We acknowledge that every client is different and has different short- and long-term goals, so we offer a range of services tailored to each individual’s needs. These include options for 1031 exchanges through Delaware Statutory Trusts (DST), and oil and gas mineral rights. For accredited cash investors looking to gain exposure to real estate, we also provide access to private placements and funds (Alts).

We are committed to providing our clients with impartial investment guidance that seeks to minimize risk and maximize profitability. We believe that by putting our clients’ needs first, we can build long-lasting relationships that build trust and confidence in your overall investment portfolio, backed by our fiduciary responsibility. Our team of experts is highly experienced in the real estate industry and has a deep understanding of market trends and economic conditions that impact our clients’ investments.

While real estate investing has the potential to be a stable and lucrative revenue source, it’s paramount to fully comprehend all the nuances from several perspectives: banking, development, brokerage, management, and investing. We understand that real estate investing can be complex. Our credentialed team takes a holistic approach to investing and focuses on the long-term results of our clients.

At Tangible Wealth Solutions, we believe investing in real estate is one of the most effective ways to work to build wealth and secure your financial future. Whether you are a seasoned investor or just getting started, you can count on our team to be passionate about identifying what we believe to be the best solution to help you design the life you want.

Fee Structures:

Real Estate Advisory Services: property portfolio analysis, property purchase analysis or deal review are often no charge to our clients. A large portfolio or highly complex deal may be charged a Fee for service.

Investment Replacement Options: We assist clients in identifying new or replacement investment options. TWS receives a commission for fund placements, which is often paid by the investment company. This aligns our incentives to identify suitable opportunities our clients understand and value. The decision remains entirely yours.