Broker Check

Real Estate Investors

Our team has a relationship to real estate investment that is rare in the industry – we understand it, and we know how to work with it.

If you've experienced frustration with traditional advisors who don't know how to (or don't want to) help you work with investments that they don't manage, please know that you won't run into those same walls here. We believe in the power of this investment vehicle, and we know how to optimize and fortify a plan around it.

To understand the full slate of services we can use to guide you in implementing a complete strategy, please look over our Services Overview.

As a professional in the real estate industry or private real estate investor, here's what you can gain from working with us:

  1. Comprehensive financial planning: As holistic wealth managers, we can provide comprehensive
    financial planning services that take into account all aspects of the real estate investment
    professional's financial situation, including their real estate investments, taxes, estate planning,
    insurance, and more, including how real estate income fits into a complete retirement plan.
  2. Holistic Risk management: Real estate investment professionals often face a variety of risks, such as cap
    rate and market fluctuations, interest rate exposure, and macroeconomic headwinds that affect
    occupancy and NOI growth. We can help them develop a comprehensive risk management
    strategy that includes insurance, diversification, and other risk mitigation techniques that you may
    not be aware of.
  3. Tax strategies: Real estate investments can have complex tax implications, and our team can help
    navigate these issues and develop a tax planning strategy that maximizes tax savings and minimizes
    tax liabilities.
  4. Investment portfolio management: Real estate investment professionals often have a significant
    portion of their wealth tied up in real estate investments, which can be illiquid and difficult to
    manage. We can help to develop a diversified investment portfolio that includes a mix of asset
    classes, such as stocks, bonds, and other alternative investments, to help manage risk and improve
  5. Estate planning: Real estate investment professionals may have complex estate planning needs,
    especially if they own multiple properties or have significant real estate holdings. A holistic wealth
    manager can help them develop an estate plan that ensures their assets are distributed according
    to their wishes and helps minimize estate and gift taxes.

By working with our holistic wealth management team, you can benefit from a comprehensive approach to financial planning that takes into account your unique needs and goals. We can help manage risk, manage taxes, improve liquidity, and plan for the future, allowing you to focus on real estate investment with greater peace of mind.

To understand the full slate of services we can use to guide you in implementing a complete strategy, please look over our Services Overview.

*Guardian and its subsidiaries do not issue or advise with regard to mortgages or real estate

Our Process & Approach

Our Process & Approach

Your ability to build and sustain real wealth is not about what the next hot investment will be.

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Find Out How We're Different

Find Out How We're Different

We don't look at things quite like the mainstream.

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High Income & Net Worth

High Income & Net Worth

We understand your challenges and goals - and what to do next.

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