Meet Our Team
As an independent fiduciary firm, we're not just legally obligated to put your client's interest first - we believe it's simply the right thing to do.
Our Story
Hear From Our Founder David B. Clark
From helping our own families navigate complex property exchanges to serving clients nationwide, our story is rooted in genuine relationships and fiduciary responsibility. This isn’t just business for us, it’s about protecting your wealth with the same care we’d give our own family. Watch as our team shares why independence, transparency, and Midwest integrity make all the difference in your 1031 exchange journey.
Our Mission and Vision
Building Wealth Through Transparent Guidance
Our Mission
Our mission is simple yet profound: provide truly independent, transparent guidance that maximizes our clients' wealth while minimizing their tax burden.
Our Vision
Our vision is to be the nation’s most trusted fiduciary advisor for 1031 exchanges, setting the standard for transparency, expertise, and client-first service in an industry often clouded by conflicts of interest.
Meet Our Team
Independent Voices in a Conflicted Industry
Our team brings together decades of experience across real estate investment, finance, and comprehensive wealth management. What unites them isn’t just their expertise, it’s their shared commitment to doing what’s right for clients, regardless of commission structures or sponsor relationships.
Each member of our team has chosen to work in the fiduciary model because they’ve seen firsthand how conflicts of interest can erode client outcomes. They’re here to change that narrative, one exchange at a time.
Joseph E. Vesey
1031 Exchange
Specialist
Our Approach
Comprehensive 1031 Exchange Solutions
As a subsidiary of Clark Wealth Strategies, we’re uniquely positioned to integrate your exchange into a comprehensive wealth management strategy, helping you think beyond this transaction to your long-term financial success.
We provide methodical guidance through every aspect of your exchange journey. Our advantage is that we work seamlessly with real estate professionals, qualified intermediaries, and tax professionals throughout the exchange to ensure your needs are met.
Comprehensive 1031 Exchange Solutions
Every Aspect of Your Exchange,
Expertly Handled
- 1031 Exchange Advisory – Strategic planning and execution for all exchange types
- DST Investment Selection – Unbiased access to premier Delaware Statutory Trusts
- Alternative Investment Solutions – Solutions outside of DSTs that qualify as a 1031 exchange investment
- Tax Strategy Coordination – Working with your tax professionals to optimize outcomes
- Wealth Management Integration – Long-term planning beyond your current exchange
Fiduciary 1031 Exchange Solutions emerged from a simple yet powerful observation: investors completing 1031 exchanges deserved better than the conflict-riddled advice that dominated the industry. Throughout his time in the exchange industry, Dave has created a reputation for his firm's fiduciary standard and the quality service they provide.
Our Founder
Our founder, David Clark recognized that the traditional brokerage model, with its hidden commissions and preferred sponsor relationships, wasn’t serving investors’ best interests. They envisioned a firm that would put clients first, not just in words, but in every structural decision, from our independence from broker-dealers to our practice of crediting all commissions back to clients.
Our Values
What began as a local practice serving Midwest communities has evolved into a nationwide firm, yet we’ve never forgotten our roots. The same values that guided our first farm-to-DST transition continue to drive every exchange we facilitate today.
Our Team
Our Experienced Professionals
Expertise Meets Integrity
Every Team Member is Committed to Your Success
Behind every successful exchange stands a dedicated professional who combines deep technical knowledge with genuine care for client outcomes. Our team brings together specialists in agricultural property transitions, multi-generational wealth planning, complex exchange structures, and institutional investment analysis.
Our advisors bring specialized expertise in:
- Agricultural property transitions
- Multi-generational wealth planning
- Complex exchange structures
- DST investment analysis
- Tax-efficient strategies
Our Fiduciary Difference
Your Success is Our Only Measure
Our commitment to you begins with our fiduciary duty but extends far beyond legal obligations. We pledge to provide unbiased access to all available DST options, not just those from preferred sponsors. Every dollar of sponsor commission will be credited back to your exchange, increasing your investment equity.
Throughout your exchange, you’ll receive transparent, conflict-free guidance with no hidden fees or surprise costs. During critical deadlines, our team provides rapid response to ensure your exchange stays on track. This isn’t just our promise, it’s our daily practice, verified by hundreds of successful exchanges and long-term client relationships.
What we offer:
- Always act as your fiduciary, putting your interests first
- Provide unbiased access to all available DST options
- Credit all sponsor commissions back to your exchange
- Deliver transparent, conflict-free guidance at every step
- Respond promptly during critical exchange deadlines
Midwestern Roots with Nationwide Reach
Our Boots on the Ground Approach
While headquartered in Omaha NE, we strive to meet our clients where they’re at. Serving all 50 states with expertise in:
Diverse Agricultural Markets
Key Agricultural Areas Across the Country
Commercial & Urban Markets
Large Commercial Buildings and Investment Properties in Major Metropolitan Areas
Specialized Niche Properties
Unique Assets Including Vineyards, Timberlands, and Other Specialized Land Uses
Strategic Portfolio Diversification
Investing in Real Estate Holdings Across All Asset Classes & Regions
This geographic diversity isn’t just about coverage, it’s about understanding regional market dynamics, local regulations, and the unique characteristics that make each property and each exchange distinct.
Expertise From Coast to Coast
- Diverse Ag Property Transactions
- Complex Commercial Real Estate Transactions
- Strategic Land Portfolio Consolidations
- Multi-Generational Planning
Let's Chat
Your Exchange Journey Begins with a Conversation
Whether you’re a property owner exploring options, a land professional seeking a trusted partner, or a Qualified Intermediary looking for reliable DST expertise, we’re here to help. Our team stands ready to discuss your specific situation and show how our fiduciary approach can make a meaningful difference in your exchange outcomes.
Omaha Office (HQ)
1918 North 203rd Street, Suite 100
Omaha, NE 68022
Phone: 402-504-3531
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
Ready to Experience the
Fiduciary Difference?
Your 1031 exchange represents more than a tax strategy, it’s an opportunity to enhance your wealth, simplify your investments, and secure your financial future. Let us show you how independent, transparent guidance can transform not just your exchange, but your entire approach to real estate investment.