Enjoy the Wealth You’ve Worked a
Lifetime to Build
Carmona Wealth guides accredited investors through the most consequential financial decisions of their lives — with institutional expertise and the attentiveness of a private office.
Every Strategy, One Standard of Care
1031 Exchange Solutions
Defer capital gains and keep equity working through like-kind exchanges and DST replacement property.
Explore 1031 SolutionsAlternative Investments
Institutional private-market access — real estate, credit, and specialized strategies beyond the public markets.
Explore Alternative InvestmentsTax Mitigation Strategies
Proactive planning designed before the tax bill arrives — from cost segregation to charitable structures.
Explore Tax StrategiesWealth Advisory Services
Ongoing, personal guidance that evolves with your life — one team across every strategy.
Explore Wealth AdvisoryDesigned for Life’s Most Important Financial Transitions
Whether you’re selling investment real estate, stepping away from active management, diversifying concentrated holdings, or preparing to transfer wealth to the next generation, we provide the guidance and strategies to help you move forward with confidence.
Retiring Property Owners
Transition from active property ownership to professionally managed investments designed to preserve tax advantages, generate passive income, and simplify your financial life.
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Passive Investors
Access institutional-quality alternative investments that enhance diversification, generate reliable income, and support long-term wealth preservation.
See how we help →
Professional Advisors
Partner with an experienced resource for complex 1031 exchanges and Delaware Statutory Trusts, helping your clients achieve exceptional outcomes while reinforcing the trust you’ve earned.
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We’ve Sat on Both Sides of the Table
Decades inside the product world means we’ve read hundreds of PPMs from the inside — and we know where the risks live that don’t make the cover page.
In Their Own Words.
“Working with Dave Bulger was a real pleasure. Dave is very professional, his knowledge was very helpful in my understanding of this investment strategy. I will recommend Dave anytime.”
“Very knowledgeable and pleasant to work with. Not pushy and gives you all options for you to choose what is best for you. Will definitely recommend without reservation.”
“A+ excellent service! Ben Carmona and his team are professional, personable, a pleasure to do business with. … You can’t go wrong with Ben and his team.”
Testimonials may not be representative of the experience of other customers and are no guarantee of future performance or success. Full disclosure →
What the Rest of the Industry Won’t Tell You
The fees, the risks, the incentives — the good, the bad, and the ugly of 1031 exchanges and DSTs, written by Ben Carmona for investors who are tired of hearing only the benefits.
Brilliant With Stocks. Guessing With Your Exchange.
America’s largest wealth management firms now offer 1031 exchange solutions. Their advisors are genuinely good at what they do. The problem is that this isn’t what they do.
Read the article →Redemption Denied: What the 721 Sales Deck Leaves Out
The pitch is diversification and liquidity without 1031 deadlines. The public record from 2022–2025 tells a more complicated story — one every exchanger should read before signing.
Read the article →Why Wall Street Suddenly Cares About Your 1031 Exchange
For decades, the big firms ignored this corner of the market. In our view, their arrival is less about serving exchangers — and more about making sure you never meet a specialist.
Read the article →A Thoughtful Approach to Enduring Wealth
Every client has a unique story, goals, and priorities. Our process is designed to provide clarity, confidence, and disciplined guidance at every stage.
Understand
We begin by understanding your financial picture, your objectives, and what success looks like for you and your family.
Strategize
Together, we develop a personalized plan designed to preserve wealth, reduce taxes, generate income, and achieve your long-term goals.
Guide
Your strategy evolves as your life evolves. We provide ongoing guidance, proactive oversight, and thoughtful adjustments as opportunities arise.
Advisors You’ll Actually Meet.
Ben Carmona
Dave Bulger
Brad Wetherby
Steven Fortunato“You Deserve Straight Answers About Your Wealth.”
Two minutes with Ben Carmona on why the firm exists, who it serves, and the unvarnished way it talks about risk, fees, and trade-offs.
Enjoy What You’ve Built
You have spent years building your wealth. The next chapter should be about enjoying it with confidence. Whether your goal is dependable income, preserving family wealth, reducing taxes, or creating a lasting legacy — we’re ready when you are.