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Let's Start With A Conversation...

We value honesty, patience, transparency and clear communication. We never lose sight of the human element in everything we do. Our approach is straightforward and client-focused. From our no-nonsense discovery and education meetings to our clean, accessible website, we keep things simple and effective. That’s one reason so many of our new clients come from referrals.

 

Give us a call. â€‹Investment. Real Estate. Tax. Let’s start with a conversation.

Services

Investment  •  Real Estate  •  Tax

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Strategic Tax Efficiency and Investment Expertise. Our firm specializes in helping clients reduce capital gains tax exposure through intelligent, forward-thinking strategies. By aligning tax planning with personalized investment guidance, we aim to deliver solutions that are both efficient and effective.

 

With broad knowledge in wealth management and real estate securities, we provide individualized investment advice tailored to your financial goals - your portfolio is optimized to meet your investment objectives and structured to preserve more of what you earn.

Investments - Strategic Wealth Management

Investments

  • Portfolio Management

  • Conservative, Moderate & Growth

  • Models to Fit Your Needs

  • Advice & Strategy

Real Estate - Strategic Wealth Management

Real Estate

  • 1031 Exchange

  • DST - Delaware Statutory Trusts

  • 721 UPREIT Structures

  • Opportunity Zone Funds

Taxes - Strategic Wealth Management

Tax

  • Direct Indexing Funds

  • GP/LP Oil & Gas Funds

  • Tax Credit Investment Advice

  • Capital Gain Reduction Strategies

Team

Contact

Address

8 Pleasant Street
Suite 2-B
South Natick, MA 01760

Contact

Strategic Wealth Management
508-975-3700

DISCLAIMER:

This site, including videos and material, is for informational purposes only and does not constitute an offer to buy or sell any investment. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information and should not be considered a solicitation for the purchase or sale of any security.

 

Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against a loss. Alternative investments involve specific risks that may be greater than those associated with traditional investments which include, but not limited to, illiquidity, loss of entire principal, declining market values, and tenant vacancies and may be offered only to clients who meet specific suitability requirements, including minimum income & net worth parameters.

 

There are material risks associated with investing in private placements, Delaware Statutory Trusts ("DSTs") and real estate securities including the potential loss of the entire investment principal, illiquidity, tenant vacancies impacting income and revenue, general and real estate market conditions, lack of operating history, interest rate risks, competition, including the risk of new supply coming to market and softening rental rates, general risks of owning/operating commercial and multifamily properties, short term leases associated with multi-family properties, financing risks, potential adverse tax consequences, general economic risks, development risks, long hold periods, and investors should read the PPM carefully before investing paying special attention to the risk section.

 

DST 1031 properties are only available to accredited investors (typically have a $1 million net worth excluding primary residence or $200,000 income individually/$300,000 jointly of the last three years) and accredited entities only. If you are unsure if you are an accredited investor and/or an accredited entity please verify with your CPA and Attorney.

 

Strategic Wealth Management offers securities through Concorde Investment Services, LLC (CIS), member FINRA/SIPC. Advisory services offered through Concorde Asset Management, LLC (CAM), an SEC registered investment adviser.

 

To access Concorde’s Form Customer Relationship Summary (CRS), please click here. CIS and CAM are also independent of the Alliance companies listed herein. All entities do not offer tax or legal advice. Please consult with the appropriate professional regarding your individual circumstance.

 

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