Business Page
Perch Wealth
Tax & Financial Services
5.0 stars
4 Reviews
Markets served
Nationwide
Licenses, Designations or Certificates
Series 7 & 63
About us
Perch Wealth is an investment firm specializing in real estate and alternative investments. We provide tailored Investment solutions with the potential for cash flow, capital appreciation, and tax benefits. Our services include DST Investments, 1031 Exchange Solutions, and Opportunity Zones.
Specialties
Financial Planning
Wealth Management
Reviews (4)
5.0 stars
4 Reviews
5.0 stars
4 Reviews
0.0 star
0 Reviews
5.0 stars
2 weeks ago
Reviewed by
Masaru Fujiwara
My wife and I are moving back to the country we came from for our retirement. We had to sell our investment property for DST 1031 Exchange. We didn’t know much about DST but, as we learned more about it from Perch Wealth it was the ideal solution for us as we wouldn’t have to manage our rental property.
Perch Wealth team processed the 1031 exchange quick and smooth. We would recommend their teams especially Mr. Benjamin Carmona to whom may be interested in DST 1031 exchange in the future.
5.0 stars
4 months ago
Reviewed by
Stephanie Reid
Perch Wealth was so nice and helpful for me. This is the first time I have invested on my own and they were very friendly and went above and beyond to make sure I had all my questions answered. I will definitely consider investing with them at a later date as well.
5.0 stars
2 years ago
Reviewed by
Jeffrey Meyer
I began my search for a 1031 real estate exchange facilitating company six months before I sold my property. I was in contact with multiple companies simultaneously. Beginning with Perch company principals, who explained, over an one hour informational conversation, the "nuts and bolts" of the exchange process, and ending with my account executive, Ian, who answered my myriad questions thoroughly and promptly, Perch earned my business and respect. Paige, their document "closer",
could not have had a more pleasant online demeanor.
Do your due diligence when searching for a 1031 exchange but include Perch in the process--you won't be sorry.
5.0 stars
2 years ago
Reviewed by
Curtis Lee
Rode the stock wave for the last 10 years but a few of my friends told me that alternative investments are the smart play for a safer bet and a consistent hands off return. I talked to a few alternative investment brokers but Ehud, Ben and Lauren at Perch Wealth were by far the best choice with some of the best real estate investment options to choose from. I already feel like I'm in a good place for the next 10 years.
5.0 stars
2 weeks ago
Reviewed by
Masaru Fujiwara
My wife and I are moving back to the country we came from for our retirement. We had to sell our investment property for DST 1031 Exchange. We didn’t know much about DST but, as we learned more about it from Perch Wealth it was the ideal solution for us as we wouldn’t have to manage our rental property.
Perch Wealth team processed the 1031 exchange quick and smooth. We would recommend their teams especially Mr. Benjamin Carmona to whom may be interested in DST 1031 exchange in the future.
5.0 stars
4 months ago
Reviewed by
Stephanie Reid
Perch Wealth was so nice and helpful for me. This is the first time I have invested on my own and they were very friendly and went above and beyond to make sure I had all my questions answered. I will definitely consider investing with them at a later date as well.
5.0 stars
2 years ago
Reviewed by
Jeffrey Meyer
I began my search for a 1031 real estate exchange facilitating company six months before I sold my property. I was in contact with multiple companies simultaneously. Beginning with Perch company principals, who explained, over an one hour informational conversation, the "nuts and bolts" of the exchange process, and ending with my account executive, Ian, who answered my myriad questions thoroughly and promptly, Perch earned my business and respect. Paige, their document "closer",
could not have had a more pleasant online demeanor.
Do your due diligence when searching for a 1031 exchange but include Perch in the process--you won't be sorry.
5.0 stars
2 years ago
Reviewed by
Curtis Lee
Rode the stock wave for the last 10 years but a few of my friends told me that alternative investments are the smart play for a safer bet and a consistent hands off return. I talked to a few alternative investment brokers but Ehud, Ben and Lauren at Perch Wealth were by far the best choice with some of the best real estate investment options to choose from. I already feel like I'm in a good place for the next 10 years.