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Welcome and Congratulations!

You have officially taken the first step to access tax strategies

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We seek to pay the least amount of taxes within the confines of the law

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Start with tools designed to educate:

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  • Strategy profile pages

  • Hypotethical illustrations

  • Program video shorts

  • White papers and blog articles

  • Webinars and regional events

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When ready, schedule a free consultation to learn more about strategies that may best impact you.

Simple 4 Step Process

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1

Get Educated and Connected

Review our edcuational content.  When ready, schedule a free consultation to review objectives most important to you.

2

Relaxed Conversation

A Tax Strategist will discuss specific issues you seek guidance on, as well as holistic tax planning opportunities.

FACT FINDING

A 30 minute discussion of what is most important to you.

3

Tax Mitigation Proposal

Our second conversation will review a detailed proposal with full disclosure of any potential benefits, risks and fees.

NO PRESSURE!

Think it over, if you like our proposal, let's move forward.

4

Execution and Ongoing Support

Tax Strategists help coordinate all components of your plan as well as introduce network partners, if needed, to assist.

YOUR TAX ADVISORY TEAM​

Ongoing tax savings with cost effective advisory support.

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Why go it alone?

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Everyone travels their own unique path.  Work with a tax strategist to help contruct your custom tax roadmap.

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Focus on What is Most Important to You

We serve as strategy coordinators for your holistic tax efficient plans to help protect your most precious resources.

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Schedule a Meeting
to Review
Tax Mitigation Options

View

Hypothetical Illustrations

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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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