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The Perch Wealth Team

The Team Behind the Perch Wealth Approach

A Word from Leadership

The Perch Wealth Team of financial professionals is committed to identifying elite real estate opportunities that best fit your unique circumstances. Our role is to guide you through the entire process. We will walk you through your options, implement your strategy, and oversee your trajectory through our ongoing partnership. Our commitment to you is to provide solutions that help you strive to meet your short- and long-term financial goals.

Ben Carmona Managing Partner

Ben Carmona

Managing Partner

Photo of Ehud Gersten Managing director

Ehud Gersten

Managing Partner


The Perch Wealth Team

Lauren Ansolabehere Chief Operating Officer

Lauren Ansolabehere

Chief Operating Officer

Dillon Hall Vice President

Dillon Hall

Vice President

Dave Bulger Vice President Perch Wealth

Dave Bulger

Vice President

Lance Stafford Vice President Perch Wealth

Lance Stafford

Vice President

Ashley Romiti Vice President Perch Wealth

Ashley Romiti

Vice President

Brad Wetherby Vice President Perch Wealth

Brad Wetherby

Vice President

Lee Singleton Associate Vice President Perch Wealth

Lee Singleton

Associate Vice President

Lee Goodman Perch Wealth

Lee Goodman

Associate Vice President

Alyssah Burns Transaction Coordinator Perch Wealth

Alyssah Burns

Transaction Coordinator

Paige Milson Transaction Coordinator Perch Wealth

Paige Milson

Transaction Coordinator

Mallorie Montesdeoca Transaction Coordinator Perch Wealth

Mallorie Montesdeoca

Transaction Coordinator

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



Email | Address

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

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FEA Federation of Exchange Accommodators

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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© 2023 Perch Wealth.

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.