IREXA Offers Tax Efficient, Wealth Management Strategies

PERSONAL WEALTH STRATEGY: We take a proactive approach to creating tax-efficient wealth managment strategies that consider each client's:

  • Goals & Objectives,

  • Risk Tolerance,

  • Time Horizon

IREXA Financial Services/Wealth Strategies offers financial strategies that are multi-disciplined by design. In order to achieve comprehensive investment solutions, we identify underlying issues, develop multiple options keeping in mind timing and taxable impact of each scenario, then implement based on your current objectives.

Distinct to our industry, we have access to an array of Alternative Investment products for diversification that are not available to the general public. These are available for direct investment by investors meeting net worth and income standards*, which include:

  • Tax Mitigation Strategies**
  • 1031 exchange properties (securitized and fee simple)
  • 721 UPREIT Exchange Properties
  • Conservation Easements
  • Energy Programs

  • Non-traded REITs
  • Tax Free Retirement Programs
  • Private Equity Funds
  • Secured Corporate Debt
  • Equipment leasing

We also provide a wide range of planning services including: financial, retirement, estate, business succession, and college planning tools.

For a tax-efficiency consultation, please email us or call (866) 596-1031.