Financial advisor · Schaumburg, IL
WealthCare Advisors
Financial planning, investments and tax guidance for individuals and families
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Guiding 1031 exchanges and DST replacement property investments1827 Walden Office Square Suite 500, Schaumburg, IL
Chicagoland 1031 Exchange helps property sellers defer capital gains by completing 1031 exchanges, and it offers Delaware Statutory Trust (DST) properties as replacement investments. The firm guides clients through the full exchange, from the timeline and rules to narrowing a list of available replacement properties and running due diligence on each one.
Clients start with an introduction meeting, which can be scheduled online. The firm serves clients across the country, including California, Illinois, Florida, Colorado and Massachusetts, and its office is in Schaumburg. DST offerings are limited to accredited investors, and the firm does not give legal or tax advice, so clients are directed to their own CPA and attorney before committing.
Financial planning, investments and tax guidance for individuals and families
Buying and selling Illinois homes with personalized service
Year-round tax planning, filing and advisory for individuals and businesses
Listing your business here is free. Featured is $49 a month: