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Alternative Wealth Management

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Access a diverse platform of tax mitigation strategies and professionals

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A Trusted Resource for
Private Tax Advantaged Programs​

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​Our Tax Strategists partner with current advisors, or we can assist Accredited Investors directly. If needed, we may introduce a well vetted network of professionals:

 

Financial | Accounting | Legal | Real Estate | Insurance

Jason Pueschel
Founder and Managing Director

Members of our team have led the capital raise and product development of institutional alternative investment programs.​

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Our relationships with developers, acquirers, and managers of high-quality assets, allows for a wide range of passive real estate ownership and private tax advantaged investments.​

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Todd Lofgren

Director of Tax Strategies

Education is a core tenet of everything we do.

 

Close ties with program sponsors provide access to industry research, tax code updates and offering progress reports.

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Consultations with clients seek to create a high level of understanding which promotes confidence and conviction in strategy rationale.​

White glove customer service is a priority.  As many of our programs involve substantial tax benefits, obtaining tax forms and providing assistance with filing questions in a timely manner is of paramount importance.

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Investors and Advisors alike have commented how responsive our team is to questions and requests, as we strive to simplify the investment process.

Aileen Miranda

Director of Client Services

Support Call

Patrick Capital Markets (PCM) is a

Managing Broker Dealer ​that has provided design, structure and syndication for

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​more than

250 private placements since 2010.

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PCM conducts analysis of select industry offerings, allowing investors to access to those that pass through its rigorous due diligence process.

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All investments contain risk and must be considered in light of each investors unique needs.  ​​For more information visit patrickcapitalmarkets.com

Securities Offered Through

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Member  FINRA/SIPC

Audience and Lecturer

We seek to illustrate potential benefits of programs and strategies in the most simplistic formats possible.

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Custom hypothetical illustrations, strategy pages, webinar and in person events are designed to meet the demands of those wanting minimal understanding and professional guidance or the hands on investors seeking advanced education for in depth personal knowledge.

Terry Pompey

Director of Marketing

Comprehensive Investment Review Process​

"We seek to provide access to best in class private offerings with objectives that include tax mitigation, diversification and wealth preservation.  A four tier investment screen provides thorough diligence and analysis before offerings are considered for client participation."​

- Jason Pueschel, Founder and Managing Director

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Tier 1
Investment Offering Sponsor

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Tier 2
Third Party Review
(available for most offerings)

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Tier 3
Alternative

Wealth Management

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Tier 4
Patrick

Capital Markets

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Schedule a Meeting
to Review
Tax Advantaged Programs

Review

Strategy Illustrations

Return to
Strategy Main Menu

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© 2025 Alternative Wealth Management, LLC

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All securities offered through Patrick Capital Markets, LLC Member FINRA / SIPC.  Investors should review any transaction and the various tax deferred and tax exclusion strategies and structures available with their tax and legal advisors.  Alternative Wealth Management does not provide tax or legal advice to individual investors.

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The information provided in this website is for educational purposes only and does not represent an offer to purchase, acquire or engage in any transactions.  Securities discussed above would only be purchased through Private Placement Memorandum.  Securities and strategies discussed herein may be speculative and entail a high degree of risk.  Investments in Private Placements are suitable only for investors who have adequate means of providing for current needs and personal contingencies, can bear the economic risk of the investment, and have no need for liquidity.

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The following is a brief overview of some of the risks that Alternative Wealth Management deems appropriate to highlight.  It is not and is not intended to be, a summary of all the risks associated with the strategies and securities discussed herein.

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Delaware Statutory Trusts (DSTs) - DSTs are regulation D private placements that offer fractional ownership of real estate.  Investors should understand the risk factors of participating in such investments as outlined in this section in addition to the private placement memorandum; in particular real estate risks, liquidity risk, change of tax status among others.

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​Real Estate Risks – Real estate risks include those of specific property issues, the economy of the geographic locations, environmental hazards, the risk of loss of tenant and other factors typically associated with a real estate investment.

 

​Change of Tax Status - IRS tax rule changes may alter or eliminate certain benefits related to current strategies.

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Performance Expectations – There is no guarantee that the investment and tax strategies discussed will elicit the optimal results.  Each taxpayer is unique.  Past performance or the results of other individuals is never an assurance of future results.

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Reduction or Elimination of Cash Flow – Investments in real estate may experience temporary or permanent disruption of cash available for distributions, such as, from a reduction in tenant payments or if the property sustains substantial damage.

 

Potential for Property Value Loss - All real estate investments have the potential to lose value during the life of the investments.

 

Impact of Fees/Expenses – There may be substantial fees paid to Sponsors, affiliates, and others, related to the strategies and securities discussed herein and such fees typically are paid regardless of the performance of the investment or strategy you seek.    Such fees and costs may impact investor returns and may outweigh any anticipated tax benefits.

 

Liquidity Risk – Private Placements are il-liquid with no secondary market.  You should consider these long-term investments regardless of your circumstances.

 

Sponsor Risk – There are substantial conflicts of interest between investors and the self-interest of the Sponsor, Master Tenant, affiliate companies and others who will profit from the private placement for their services regardless of their results.  Their decisions related to the offering and operation of the private placement is critical to the success of the private placement and the return of your investment.  The offering sponsor could take actions that might not be in the best interests of the shareholders of the private placement.  Those types of conflicts of interest could influence the decisions in the management and operation of the private placement that are contrary to the best interests of the Investors.  Investors will have no control over their decisions.

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