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Lance Stafford

Lance Stafford

Vice President
Lance Stafford has over 25 years of capital markets and securities industry experience, working with both institutional and retail investors. Notably, he managed the institutional equity sales and trading operations in the Southeast United States for Keefe, Bruyette & Woods prior to the firm’s merger with Stifel Nicholas in 2013. Since that time, Mr. Stafford has advised high-net-investors and families seeking wealth management and tax planning solutions in various senior roles at Capital Group, SignatureFD and, most recently, The Strategic Group.

He earned a B.A. in Economics from Emory University in 1992 and an MBA from the McCombs School of Business, University of Texas at Austin in 1997. Mr. Stafford is a CFA charter holder.
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The Perch Wealth Team

Photo of Ben Carmona, Managing Partner at Perch Wealth

Ben Carmona

Managing Director

Photo of Ehud Gersten, Managing Partner at Perch Wealth

Ehud Gersten

Managing Director

Lauren Ansolabehere

Chief Operating Officer
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Dillon Hall

Vice President
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Lance Stafford

Vice President
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Ashley Romiti

Vice President
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Bradley Wetherby

Associate Vice President
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Alyssah Burns

Transactional Coordinator
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Paige Milson

Transaction Coordinator
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Mallorie Montesdeoca

Transaction Coordinator
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Perch Wealth provides you with access to institutional-quality real estate, management, financing and state of the art 1031 exchange processing.

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855-DST-3443

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info@PerchWealth.com

31351 Rancho Viejo Road
Suite 111
San Juan Capistrano,
California 92675

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Not an offer to buy, nor a solicitation to sell securities. All investing involves risk of loss of some or all principal invested. Past performance is not indicative of future results. Speak to your finance and/or tax professional prior to investing. Any information provided is for informational purposes only. Securities offered through Arkadios Capital, member FINRA/SIPC. Advisory Services offered through Arkadios Wealth. Perch Wealth and Arkadios are not affiliated through any ownership.

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Real Estate / 1031 Risk Disclosure:
  • There’s no guarantee any strategy will be successful or achieve investment objectives;
  • All real estate investments have the potential to lose value during the life of the investments;
  • The income stream and depreciation schedule for any investment property may affect the property owner’s income bracket and/or tax status. An unfavorable tax ruling may cancel deferral of capital gains and result in immediate tax liabilities;
  • All financed real estate investments have potential for foreclosure;
  • These 1031 exchanges are offered through private placement offerings and are illiquid securities. There is no secondary market for these investments;
  • If a property unexpectedly loses tenants or sustains substantial damage, there is potential for suspension of cash flow distributions;
  • Costs associated with the transaction may impact investors’ returns and may outweigh the tax benefits;
  • Tax benefits are not guaranteed and are subject to changes in the tax code.