Your Path to Tax-Smart Passive Real Estate Begins Here
We’re an independent, fiduciary advisory firm dedicated to completing your 1031 exchange with methodical, transparent guidance throughout every step of the process.
Choose Your Pathway
95%
of Exchanges Completed Before 45-day Period
24
Hour Turnaround Guaranteed
50
States Served by Our Dedicated Team
20+
Years of Successful Exchanges
How We Help
A Trusted Resource for Real Estate Professionals and Brokerages
Land & Agricultural Professionals
You handle the property sale. We handle the 1031 investment. Together, we help your clients transition from active farm management to passive income while deferring taxes.
What we offer:
- Secure more client listings with ample 1031 options
- Avoid leftover taxable boot
- Save the exchange during tight timelines
- Long-term succession planning
Proud member of:
Passive Investment Solutions for Your Exchange Clients
Qualified
Intermediaries
You manage the exchange process. We provide the investment expertise. Give your clients access to quality passive replacement options with a fiduciary who puts their interests first.
What we offer:
- Seamless coordination throughout the exchange
- Quick turnaround times to save exchanges
- Unbiased access to dozens of sponsor relationships
- Reciprocal business referrals on exchanges that go full cycle
Proud Affiliate Member
Complete Your 1031 Exchange with Confidence
Property Owners
& Investors
Selling your investment property? We’ll help you defer capital gains taxes and transition to passive income through professionally managed properties.
What we offer:
- Exchange sizes from $50,000 to $10 million+
- Access to hundreds of qualified like-kind properties
- Monthly passive income without managerial headaches
- Fiduciary guidance throughout the exchange process
Why Choose Us
Experience the Fiduciary Difference
As an independent fiduciary firm, we’re not just legally obligated to put your interests first – we believe it’s simply the right thing to do. Here’s what that means for you.
No Hidden
Conflicts
We never take a dime from any DST sponsors and are not beholden to a broker-dealer. This ensures you have an endless range of unbiased investment options.
Your Interests,
Our Only Agenda
Every decision, every recommendation, is made solely with your financial benefit in mind.
More Equity
in Your Exchange
With our fiduciary standard, we credit all DST sponsor commissions directly back to you, providing more capital for your exchange than you would have otherwise had.
Your Guide to a Successful 1031 Exchange
Complete 1031 Exchange Solutions
Comprehensive Property Access
Your Investment Your Way
Through our relationships with multiple DST sponsors, you’ll have options across:
- Multifamily residential properties
- Commercial and industrial real estate
- Medical and senior living facilities
- Self-storage and distribution centers
- Plus more!
Solutions for Every Scenario
We’ve Seen It All
We help navigate exchanges of all sizes, complexities, and investor structures ensuring a tailored fit for your unique situation.
Guidance You Can Trust
Navigating You to Your Financial Goals
Backed by Clark Wealth Strategies’ deep financial expertise, our team extends support beyond your exchange, helping you craft a holistic long-term wealth strategy.
5 Stars
David Clark and Clark Wealth Strategies is a Great Partner of 1031x. His whole team is very knowledgeable and helpful to us and our mutual clients. We highly recommend David and his team.
SDScott D Google Review
5 Stars
We are very pleased with our decision to invest in DSTs with Clark Wealth Strategies. Each investment is performing very well and provide excellent 'hands-off' passive income on a monthly basis. They were incredibly helpful and could not have made the process any easier!
PRPhillip R. Google Review
5 Stars
Dave Clark was a great help in deciding to enter into 1031 exchanges when I sold some properties several years ago. He explained the ins and outs of the transactions and researched great exchange properties that have performed as projected. This has created a nice revenue stream for our retirement.…
KKKen K. Google Review
5 Stars
Clark Wealth Strategies were so helpful and always available to explain and answer all our questions and concerns either by phone or in person. We’re so grateful we have these amazing financial specialists to help with our future.
EJEllen J Google Review
5 Stars
Working with David is an absolute pleasure. He professionally managed my 1031 exchange. DSTs invested into are nicely generating passive income. I was so happy with his level of experience and dedication that I am having him manage the bulk of my retirement savings. No question in my mind, David…
AGAl G Google Review
5 Stars
Clark Wealth Strategies has been an integral part of our financial planning for years. Several of our extended family members and friends use their services. Highly recommend working with Mr. Clark. He is honest, professional, candid and easy to work with. Someone whom you can trust...
ASAdam S Google Review
5 Stars
My family has been going to Dave at Clark Wealth Strategies for many years. He is easy to work with and always had our best interest in mind. Highly recommend this company.
SHSteve H Google Review
5 Stars
Clark Wealth Strategies (CWS) provides excellent advice and guidance. I have used CWS since I graduated college and finally had extra money to start building my portfolio. Can't recommend David Clark and the services he provides enough!
SKAS. K. A. Google Review
Considering Your Next Exchange? Let's Talk.
You’ve worked hard for your property’s value. Now, let us help you keep more of it while transitioning to truly passive income.
Questions? Click here →