Fiduciary 1031 Exchange Solutions – Joseph Vesey

Joseph Vesey

1031 Exchange Specialist | Financial Advisor | Clark Wealth Strategies | Fiduciary 1031 Exchange Solutions

Since 2008, our firm has specialized in working closely with farmers, ranchers, and agricultural businesses, solving key financial challenges they commonly face. Our expertise primarily lies in assisting 1031 exchange clients in finding passive investment solutions for their 1031 exchange replacement property. A 1031 exchange allows sellers of land or investment property to defer Capital gains and depreciation recapture taxes. Our targeted solutions are focused on structuring a diversified investment portfolio that provides a reliable monthly income stream and helping our clients complete a fully tax deferred 1031 exchange.

What Sets Us Apart

We pride ourselves on three pillars of success:

  1. Achieving effective tax deferment and income diversification for our clients through 1031 exchanges.
  2. A straight forward and transparent process.
  3. Garnering recommendations and repeat business from satisfied clients.

As fiduciary, fee-only advisors, we place our clients’ interests above our own. Our financial consulting services are transparent, involving a consulting fee rather than commissions. This approach not only aligns with our clients’ best interests but also often results in higher equity for the client to invest.

Staying Ahead of the Curve

Our commitment to staying updated with industry trends is unwavering. We actively participate in farm and agricultural shows, maintain strong relations with land brokers and auctioneers, and are engaged members of the Minnesota Real Estate Exchangers group.

We are here to provide individualized, best-fit solutions for each client’s specific needs. If you are looking for a trusted partner in the agricultural sector, look no further. We’re not just advisors; we’re partners in your financial journey.