WealthWise: Maximizing Opportunities in Today's Market
Ashley Romiti serves as Vice President at Perch Wealth, specializing in tax mitigation strategies for real estate investors. She advises clients on their real estate portfolios, leveraging her experience in 1031 Exchanges to help them mitigate risk through diversifying into alternative real estate investments, including Delaware Statutory Trusts (DSTs).
Join us as we discuss current investment opportunities in today’s market. We will explore:
Securities offered through Arkadios Capital. Member FINRA/SIPC. Advisory services offered through Arkadios Wealth. Perch Financial and Arkadios are not affiliated through any ownership. Illiquid products such as real estate, DSTs and other alternative products are not for all investors. These investments are only for accredited investors who should also ensure that they always maintain an adequate amount of liquid assets.
In addition to helping our clients, I also truly believe that a community only grows with you. As I live through this truly unique time, I feel it is more than important to give back to the community you are part of. I hope you learn more about who we are, and are thrilled to have the opportunity to work with you.