Referrals

Referrals are a critical part of our business and how we have managed to grow over the past 20+ years. At Winthco Wealth Management we strive to take care of our clients by going above and beyond their financial needs. Whether it is meeting with clients to plan for retirement, or helping them move when they sell their home, there is no limit to what we will do to make sure our clients are taken care of. This personal and professional relationship is what has driven many referrals from our clients. 

If you are a 1031 Delaware Statutory Trust client, and have someone you know who is selling a real estate investment property and could benefit from deferring their capital gains tax with a 1031 exchange DST, we can help them out! If you have someone in mind who could utilize the 1031 exchange into a Delaware Statutory Trust, please fill out the form below with their contact info, and we will help walk them through the entire 1031 DST process. After building a substantive relationship with your referral, we will asses their tax liability with a tax projection for the relinquished property and determine if a 1031 exchange Delaware Statutory Trust investment products is a suitable tax deferred investment product. 

We are truly appreciative of the referrals from our valued clients! If you have a referral that you think would be a good fit for Winthco Wealth Management, we would appreciate the referral. 

*Disclosure:

This website is neither an offer to sell nor a solicitation of an offer to buy any security which can be made only by a prospectus, or offering memorandum, which has been filed or registered with appropriate state and federal regulatory agencies, and sold only by broker dealers and registered investment advisors authorized to do so.

Additionally, we cannot offer any of our open offerings unless we have a pre-existing relationship with a customer.  Once we have obtained sufficient information to perform an evaluation of our new customers’ financial circumstances and sophistication in determining his or her status as an accredited investor, we would be able to discuss future offerings once they become available.