Passive Investment Solutions to Fit Your Client’s Needs
Enhance your exchange services with a resource who shares your commitment to client success. We provide the investment expertise while you manage the exchange mechanics.
QI's Trusted Resource
Your Client is Our Client
Transform your client relationships by offering comprehensive investment solutions that satisfy the requirements of their exchange. We prioritize working together seamlessly so you can provide the best QI services and add genuine value to your clients. Check out our Fiduciary Difference below.
Process Integration
We adapt to your QI process so that we can seamlessly help clients in the most efficient way possible.
Education Focus
Professional guides and resources to give clients peace of mind for their Exchange.
Fiduciary Advice
Transparent, non-biased advice throughout the entire exchange process.
Full-Cycle Exchanges
Any client referral sent to us is business sent back to your QI once they go full cycle.
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
Working Together to Better Serve Our Clients
Ready to explore how we can give clients the best exchange experience? Let’s discuss a plan that meets clients’ needs, fits your business model, and leads to more exchanges.
A Relationship Built on Shared Values
The Fiduciary 1031 Process
Exchange Support
Seamless Integration with Your Exchange Process
We understand that smooth coordination can make or break an exchange. Our support system integrates perfectly with your established processes while adding value at every step.
Our Services:
- Pre-Exchange Consultation: Help clients understand their passive investment options before listing
- 45-Day Sprint Support: Timely identification when deadlines are critical
- Documentation Coordination: Direct integration with your closing processes
- Post-Exchange Reporting: Clear documentation for client records
- Continued Client Connection: Valuable resource for future investment needs, full cycle exchanges, and wealth management services
Case Studies
How We Enhance the Exchange Experience
When a Client's Plans Fell Through
$2.8M Saved
When a client’s identified property fell through on day 43, we provided three suitable replacement options within 24 hours, saving a $2.8 million exchange.
A Complex Family Transition
1031 Exchange
Coordinated with a QI to help a farming family exchange multiple parcels across multiple ownerships into diversified investments, managing different timing and values seamlessly.
The Answers You’re Looking For
Frequently Asked Questions
Most requests receive multiple options within 24 hours. Urgent situations get same-day response.
Yes, we work with QIs throughout the country, and have an affiliate first mindset for our FEA QIs.
We’ll explore all available options and provide guidance on alternative strategies.
Experience The Fiduciary Difference
How We Differ from Traditional 1031 Advisors
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. In this inflationary market, the 1031 investments have performed much closer to proforma than other multi-family investment made at that time. I recommend investing through Dave Clark.
KKKen K. Google Review
Advisors That Do More
QI's Go-To Investment Resource
Help give your client an exchange experience they can’t receive anywhere else.
Educational
Focus
- Passive Investment Fundamentals for QIs: Individual team workshops focused on market trends
- Client Investment Strategies: Complex scenarios and solutions to match for each client’s unique exchange
- Compliance Updates: Regular briefings on regulatory change
Resource
Library
Access our exclusive QI portal featuring:
- Downloadable client education materials
- Exchange calculators and tools
- Case studies
- Sample allocations
Joint Workshops
- Regular virtual sessions on current topics
- 1 on 1 Joint client meetings
- Joint conference speaking opportunities
- In Person 1031 Bootcamps
- Annual Platinum Sponsors at FEA conference
Professional
Collaboration
Every successful client experience begins with understanding their unique needs. We're ready to explore how our services can enhance your QI practice.
Omaha Office (HQ)
1918 North 203rd Street, Suite 100
Omaha, NE 68022
Phone: 402-504-3531
Minnesota Office
Joseph E. Vesey
Phone: 402-504-3531
Let's Discuss How We Can Serve Clients Together
"*" indicates required fields
Access to Quality Investments
Passive Replacement Options
Our extensive sponsor network of sponsor relationships ensures your clients always have suitable options, regardless of their investment size, risk tolerance, or geographic preferences.
Finding Success for Our Client
Proven Results.
Trusted Advisors.
Through our diverse portfolio, we’ve helped QI clients diversify risk, access institutional-grade properties, match specific investment criteria, and complete exchanges when traditional properties weren’t available.
What we offer investors:
- Independence: No exclusive agreements or ownership ties
- Due Diligence: Thorough vetting of every sponsor and offering
- Transparency: Full disclosure of all fees and structures
- Performance: Track record of successful investments and exits
Experience the Fiduciary
Difference
Join the growing network of QIs who’ve discovered how true independence and fiduciary standards can transform client outcomes and grow your business.