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. He was also very easy to communicate. I will recommend Dave anytime.”

“My husband and I are very happy to be working with Carmona Wealth. Dillon and his team were very helpful to us as we are navigating new ideas and avenues to take care of our future.”

“I recently did a 1031 exchange and sold a rental property which I had for 30 years or so. I wanted to get into something that required much less time and participation on my part and was referred to Carmona Wealth by my exchange facilitator. I am very pleased with the excellent service provided by that company and enjoyed the meetings I had with Ben and Mallorie in person, and several of their other staff by phone. The replacement purchases are exactly what I was looking for and I heartily recommend Carmona Wealth for your investment needs.”

“Steve and Ben are consummate professionals with a delicate touch. With limited investment options for our restricted equity, the Carmona team guided us through DST product offerings that matched our investor profile. They explained it all thoroughly and gave us Hotline availability to address questions and concerns. Success will be measured in future returns but we felt confident in setting the baseline with the Carmona team.”

“I had been in touch with at least 4-5 firms specializing in 1031 exchanges over the years. When the time came for me to actually perform one, I reached back out to all of them. Brad and Carmona Wealth were the only ones who took the time to understand my situation and my goals and came up with a creative structure that is a perfect fit. He and his team (Kirsten, Paige, Alyssa, probably others I’m not aware of) made the transaction easy and painless. I am very pleased.”

“I recently engaged with Brad Wetherby at Carmona Wealth to assist with a complex tax deferral investment strategy. From the beginning, Brad was very patient and never pressured me at all. I highly recommend Brad and will be using him as I sell real estate assets to reinvest in DST’s.”

“Carmona Wealth makes it happen! They took the time we needed as family to not only educate us but they put together a portfolio that met our financial goals and beat out other offerings. Selling our property was a huge decision. Brad adapted well to our family’s needs and we grew to trust his advice. There is never a wrong question for Brad and his response time is immediate. Thank you Brad!”

“Dillon Hall from Carmona Wealth was recommended to help with a 1031 exchange. He met with my wife and I so we could get a feel for what type of person he was. He is honest and hardworking. He also has a great assistant, Mallorie, who was very patient in helping us with our first exchange into several DST’s. I have recommended him to friends and family.”

“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.”

“I wish to express great appreciation to Carmona Wealth in assisting to find 1031 replacement property opportunities that met my specific needs. The team provided much needed guidance through the process of vetting the opportunities, making application, completing the subscription agreement and ultimately closing the deal. Though not my first 1031 exchange, evaluating and investing in TICs and DSTs was a highly nuanced endeavor made effortless by the Carmona team.”

“Great experience, specifically with Steve Fortunato, he really knows his stuff plus, to me, they come across as very ethical and straightforward to deal with. I researched a number of different options and advisers but Steve was by far the most knowledgeable and helpful.”

“I worked with Brad Wetherby to re-invest the proceeds from a 1031 exchange into a qualifying asset. He was patient and understanding when the sale of my real estate fell through last moment, and we regrouped and completed the exchange with a different qualifying asset. I have been very pleased with the income of the new investment. Brad has been a pleasure to work with, both professional and friendly. I have been speaking recently with Brad about future opportunities.”

“Last year was my first experience doing a 1031 Exchange. It’s overwhelming to learn everything you can in a short amount of time. Fortunately through a series of events I was connected with Dillon at Carmona Wealth. We connected and after a few calls I decided it was a good place to invest a big chunk of the money I got for selling property. The entire experience has been positive and I never felt pushed to make a decision. So far the investment is paying the monthly amount I expected. Definitely recommend the company and Dillon if you are looking for different options for investing!”

“My experience dealing with Brad Wetherby has been an outstanding one. I’ve been referred to him by a friend of mine, and from the very first conversation with him I felt comfortable and confident of his advise. He gave me several options, explaining in detail the pros and cons of each one, no pressure at any time. I have to say that it exceeded my expectations. Thank you Brad. Keep up the good work.”

“Brad has assisted many of my clients in reinvesting their proceeds from a sale. He is always professional, detailed, and patient, and he goes out of his way to ensure they feel comfortable and confident with their decision. His knowledge of 1031 exchanges and investment options is top-tier, and he takes the time to explain complex concepts in a clear and relatable way. I trust him fully and continue to refer clients to him knowing they’ll be in good hands from start to finish.”

“I could not be more pleased with Carmona Wealth. Dillon assisted every step of the way and answered all of my questions. The process the Carmona team follows is seamless and expedient. As part of a 1031, Carmona Wealth helped coordinate the intermediary and found the right balance for my portfolio. I would use Carmona Wealth again and definitely recommend them to anyone looking to complete a 1031 exchange or directly invest capital into high performing stable companies.”

“A+ excellent service! Ben Carmona and his team are professional, personable, a pleasure to do business with. Ben’s particular strength is in analyzing, evaluating, and making recommendations for or against the investment opportunities. His explanations are clear, well researched and thought out, and well communicated. The process is collaborative. You can’t go wrong with Ben and his team.”

“Ben Carmona and his team provided a great service to me. They were extremely responsive and knowledgeable. In addition, they were able to get me a position in a highly sought after DST that quickly became fully subscribed.”