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About Us

The Team Behind the Perch Wealth Approach

A Word From Perch Wealth Leadership

In serving as your financial professional, we’ve committed Perch Wealth to identifying elite real estate opportunities that represent the best fit for your unique circumstances. Our role is to serve as a guide through the entire process by walking you through your options, implementing your strategy, and overseeing your trajectory through an ongoing partnership.

The Perch Path

01

Discovery

Our first step is getting to know you, your goals and objectives. Then answering is Perch Wealth a good fit.

02

Evaluation

Once we understand your needs, we search the market for real estate opportunities and share our optimal solutions.

03

Implementation

Armed with appropriate strategies and solutions, we deliver a custom portfolio to meet your needs.

04

Follow Up

We remain by your side monitoring and tracking the progress of the portfolio to confirm your goals become a reality.

Testimonials

What Are People Saying?

"Thanks so much for making my Delaware Statutory Trust purchase a pleasant experience. I was quickly running out of days left in my ID period when I wa referred to you. You made it all painless! Thanks again."

Michelle S. Perch Wealth client

"Thank you for such a seamless 1031 exchange experience. I thought my sale represented some complicated 1031 issues, but your team handled everything flawlessly and transitioned me into the ideal replacement property."

Mark T. Perch Wealth client

"While I had done a few exchanges in the past, I must say that I was impressed with the entire Perch Wealth approach! It included great advice, fast documents, and I loved tracking it all with the secure client portal."

Ken U. Perch Wealth client

"Thanks for taking the time to walk me through the diversification of my portfolio. I feel so much better knowing that my investments are now properly structured and designed to create long term cash flow for my family. Thanks again!"

Peter J. Perch Wealth client