Broker Check

Service to those who are in Real Estate & Investing


We help Real Estate Professionals and investors make more informed and effective financial decisions.

We know the real estate business!  We will help you make more informed and effective financial decisions...feel relieved, self-assured, empowered and confident about your overall wealth.

Let us discuss how we may add a benefit for you (or your client) to learn about tax-deferred investments

    • 1031 Exchanges process
    • Opportunity Zones
    • Estate planning


Let's meet at our Office

We will meet at our office that is just south of the capital. 

Schedule an Office visit

Let's meet Online

Sometimes it's better to be near your resources and zoom is a good option.

Online appointment

1031 Exchange DST Made Simple To Avoid Capital Gains Taxes

If you own a rental/land/commercial property, and you are looking to sell it, you are subject to the capital gains tax. With a 1031 Exchange DST you can avoid these capital gains taxes by using a qualified intermediary and investing the proceeds into a DST (Delaware Statutory Trust) and buying a fractional interest in a portfolio of rental income properties. 

We work the largest and most reputable DST sponsors in the industry. We can provide you the most recent DST portfolio of properties available. 

Our team help you through this process and help you avoid those high capital gains taxes. We will work with you through the entire process.

Let's meet at our Office

We will meet at our office that is just south of the capital. 

Schedule an Office visit

Let's meet Online

Sometimes it's better to be near your resources and zoom is a good option.

Online appointment

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

info@DefiningYourWealth.com | (775) 525-1040