Perch Wealth
Investment ManagementView the employees at
Perch Wealth-
Dillon Hall Vice President, 1031 DST Specialist
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Greater Phoenix Area
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Rising Star
Ashley Romiti Real Estate, DST, & 1031 Exchange Specialist | Vice President at Perch Wealth | 949-649-4080-
Orange County
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Rising Star
Benjamin Carmona Managing Partner at Perch Wealth-
Orange County
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Top 10%
Lance Stafford, CFA 1031 Exchange with Delaware Statutory Trusts-
Atlanta, Georgia, United States
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Rising Star
Bradley Wetherby Associate Vice President at Perch Wealth-
Malibu, California, United States
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Rising Star
Overview
Our Mission is to Be an Advocate for Our Clients In serving as your financial professional, we’re committed to identifying elite real estate opportunities that are best fit for your unique circumstances. Our role is to serve as a guide through the entire process by walking you through your options, implementing your strategy, and overseeing your trajectory through an ongoing partnership. As experts in the alternative real estate investment sector with a combined 55 years in the industry, we work to assess the opportunities for more defensive, resilient and tax-advantaged income strategies for accredited investors.
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