Investing has changed. The way we used to invest no longer seems relevant. To be a successful investor, one must be aware of, and understand current economic forces, the current investment landscape, and the risks and opportunities inherent in the nature of investing.

IREXA Financial Services/Wealth Strategies, provides wealth management solutions using some of the most comprehensive investment products available in the industry today.

Based on sound business principles and tradition of helping investors build, manage, and preserve financial wealth; we look forward to helping you achieve your financial goals, and to earning the trust of you and your family for a lifetime.

SERVICES PROVIDED

We have access to a full range of financial services, including: traditional investments in stocks, bonds, ETFs, mutual funds, a range of insurance products, and investment banking.

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, and they include:

  • 1031 exchange properties (securitized and fee simple)
  • Conservation Easements
  • Equipment leasing
  • Energy programs
  • Non-traded REITs
  • Private Equity Funds
  • Secured Corporate Debt
  • Tax credit programs
  • Tax mitigation strategies
  • And more…

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

For a no obligation consultation, please contact us or call 866.596.1031.