Arlington Wealth

Real Estate Investors

Real estate is a powerful asset to build wealth and provide financial independence. Yet, real estate wealth presents unique challenges that don’t exist with financial wealth.


Financial advisors may be knowledgeable about financial wealth; however, in our experience, most are ill-equipped for real estate wealth management.  AWM is committed to understanding real estate investors’ needs, and we focus on helping you find solutions to your most pressing concerns.

Our discovery process helps us gain a clear understanding of your personal and professional objectives to guide you to your ideal financial world.  Our planning process offers an action plan designed to maximize your assets to build cash flow, reduce ongoing tax liability and prepare for a tax-efficient exit, protect your assets from catastrophic loss, and facilitate the most effective way to quickly transfer wealth to your loved ones and with minimal cost and taxation. Working with your tax and legal advisors and the professionals in our virtual family office, we can guide you to your ideal financial world. And our comprehensive approach to wealth management is designed to build your wealth, maintain your lifestyle after you sell and ensure that your legacy endures.


Building real estate wealth and coordinating it with financial assets and retirement planning presents unique challenges.  It requires a delicate balance between real estate know-how, insightful tax strategy, customized advanced planning, and proactive asset management.  Are you on track to achieve your most important business objectives AND build a life of significance?

Proactive wealth management while building your real estate portfolio and transitioning to a retirement lifestyle will minimize your tax liability and maximize your value.  We focus on synergistic planning across your real estate, business, personal wealth, and wealth transfer strategies to help you optimize your assets and achieve all that’s essential to you. 


Exit planning for real estate investors requires specialized expertise.  How do you plan to divest your portfolio? 

Our exit planning process can help you assemble a professional advisory team, maintain a detailed cash flow plan, provide customized advanced tax planning, wealth transfer strategies, prepare for post-exit asset management and wealth protection, and prepare you for life after business. 



How do you optimize your assets to maximize cash flow?  How do you mitigate taxes and maintain cash flow while transitioning to a retirement lifestyle? What’s the most effective and tax-efficient way to transfer real estate wealth to your heirs? Can you reduce or eliminate exposure to risks: tenants, lawsuits, creditors, and others? 

Real estate investors have many moving pieces and require sound advice from various professionals.  It can be challenging to manage the relationships and to get your advisors on the same page. We work to get all those professionals in one room talking about you and provide ideas as to how you can most effectively achieve all that is important to you.

Our virtual family office is a team of knowledgeable and credentialed independent professionals in different spheres; taxes, legal, investments, retirement planning, insurance, lending, 1031 exchange, commercial brokerage, building management, and more; specializing in YOU, the real estate investor. 


You worked hard to build your wealth, and now it’s time for your wealth to work hard for you.  Show us a picture of your ideal financial world, and we’ll put all our resources behind helping you achieve a life of significance.  

We start the conversation by understanding what’s important to you and what you want to accomplish.  What are your main concerns?  Who are the people that matter most to you?  How do you want to build your legacy?  

We provide you with solutions designed to achieve your life goals.   

Lifestyle and Liquidity

Reliable cash flow and income to support your lifestyle and help ensure your financial independence.

Growth and Longevity

Asset growth to assist in enhancing your lifestyle, providing for long-term needs, and preparing for the unexpected. Asset protection planning to help ensure you steer clear of financial icebergs.

Legacy and Aspirational

Focused on wealth creation through thoughtful investments in exponential and disruptive industries. Designed to help facilitate meaningful wealth transfer over generations and support important causes in your life with impactful giving strategies.



A process to gain a clear understanding of your current business and financial situation and what your ideal financial world looks like.


Provide straightforward solutions to help guide you on the path to your ideal financial success.


A detailed action plan to help maximize your business value, position your investments, and optimize your assets to help you achieve what is important.


An investment policy that prioritizes active risk management aiming to preserve your wealth.


A custom advanced wealth plan designed to address your concerns beyond investments:

  • Business Value Optimization
  • Tax Mitigation Strategies 
  • Lifetime Cash Flow Planning
  • Wealth Transfer
  • Asset Protection
  • Charitable Giving

Regularly scheduled progress meetings to systematically track your progress and help arrange your financial affairs to achieve your ideal financial world.


Access to a virtual family office, a network of experienced and credentialed independent experts in their field; taxes, legal, insurance, lending, investment banking, and more.

Ready Build Your Real Estate Portfolio?

Please jumpstart your success and click the contact button below in order to begin your journey of financial success.