Our Clients

Parcel Wealth provides tax efficient exit planning services for income property owners. In simple terms, we help our clients keep what is theirs while transitioning out of active property ownership.

Most real estate investment clients have specific goals and concerns (e.g., tax deferral, reduced management burden, diversification), and we aim to provide guidance to anyone looking for a solution to their individual challenges.

Parcel Wealth also provides Investment advising and estate planning services to individuals and organizations. Below is a comprehensive list of current potential clients.

Real Estate Professionals

Realtors, brokers, and developers offloading properties wishing to reinvest.
Investors seeking portfolio diversification.

Trusts and Estates

Trusts managing real estate assets for beneficiaries.
Executors or trustees selling real estate from an estate and needing to reinvest proceeds.

LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial.

Institutional Investors

Family offices looking to diversify their portfolios.
Institutional investors aiming for stable, passive income streams.

Underperforming Property Owners

Investors selling properties with poor cash flow, high maintenance costs, or underperforming market value.
Individuals seeking better returns.

Inheritance Beneficiaries

Beneficiaries inheriting real estate.
Individuals looking to avoid managing inherited properties.

Owners in Highly Appreciated Markets

Investors selling properties in high-growth markets to cash in on appreciation and want to reinvest through other portntial opportunities.

Owners Facing Tax Deadlines

Investors under time pressure to complete transactions within the IRS deadlines.
Clients looking for new investment opportunities.

First-Time property change Clients

Novice investors unfamiliar with changing property ownership.