Why clients work
with SDIRA Wealth

“I used a Self Directed IRA to purchase 3 properties. My SDIRA value keeps going up and I am getting great returns even through COVID and all this inflation. I am happy this is part of my portfolio is now protected. Unfortunately my stock portfolio didn’t do to well. If I had to do it over again I would have started with more but I am happy I am diversified.”

“I purchased properties in 2001-2003. My real estate portfolio is worth over 2.8million and was able to leave my job in 2018. Would not of been possible without investing in real estate. Working with a real estate development team with exclusive properties made it even easier over my journey.”

“SDIRA Wealth was able to help me acquire the right number of properties I needed to reach my freedom number. They work with hundreds different lenders for every type of investment I needed to make. The only thing I wish is that I started sooner. Highly recommend.”

“I have converted most of my portfolio to the new construction properties SDIRA Wealth builds with a 1031 exchange. Way less maintenance and vacancy than rehab properties. Plus they are in the best growth markets that are landlord friendly.”

“I invested in many homes on my own. I like how much time SDIRA Wealth saves me with an experienced team and process in place. I don’t have to do any of the leg work and get to save time to do what I enjoy. I enjoyed meeting the team during our property visits!”

“I saved 220k in taxes last year. I did even know about the cost segregation tax strategy until I had a call with your team. I recommend it to all my friends that are business owners that are making higher income! SDIRA Wealths properties are designed to get the max tax write offs with this strategy. Super happy with my investments!”

“We just got back from a site visit to see properties and meet the team. Very professional and great experience! Thank you SDIRA Wealth!”

“I understood that over 80% people in the US won’t have enough money to retire. I didn’t want to be another statistic and have to keep working in my retirement years. I worked with SDIRA Wealth and built a 2mm portfolio that boosted my net worth and will pay me enough a month so I can enjoy more time with my family.”

“I work with some of top tax advisers in my state and SDIRA Wealth has tax programs that focus strategies made for high net worth people like myself. I add properties every year just for their cost seg program!”

“I just completed a 1031 exchange and SDIRA wealth made the whole process simple and fast meeting all my deadlines. They have helped me save a lot of Taxes while keeping more money in my pocket!”

“Having ability to pick from a preferred list of property manager’s was very convenient! They are very responsive and we like getting our statements through the Appfolio software.”

“In the past I have invested in rehabbed properties. With SDIRA Wealth they focus on build for rent new construction investment properties. I have seen in the past 7 and half years of holding the property way less vacancy and maintenance then my older rehabbed properties. I am already on the waiting list for my next property.”