1031 Capital Solutions

SRG Tech LLC is a boutique succession consulting firm based in Lake Oswego, OR, serving clients nationwide. Founded in 2012 by David Grau Jr., MBA, SRG specializes in helping advisors, agents, and accountants manage the equity in their businesses through services such as valuation, succession planning, and deal support. With a team of industry experts and access to best-in-class resources, SRG is dedicated to helping clients navigate the complexities of business ownership transitions. Bloomfield Hills Financial (BHF) is an independently owned wealth management company that offers securities brokerage and investment advisory services. Founded in 1999 by Kevin VanDyke, BHF focuses on helping individuals, executives, and business owners preserve their purchasing power throughout their lifetime. With a commitment to providing personalized investment options and guidance, BHF works closely with clients to achieve their financial goals. BHF has experienced rapid expansion through mergers and acquisitions, with the assistance of SRG, and continues to seek opportunities for growth in the market.Generated from the website

Cerity Partners, a division of Maxim Capital Management LLC in Portland, provides objective and independent financial management services to individuals, businesses, and nonprofit organizations. Their comprehensive approach ensures that clients receive tailored financial solutions that meet their unique needs and goals. Generated from their website's infomation

Pure Portfolios is a modern wealth management firm based in Portland, Oregon. As a fiduciary, they prioritize their clients' interests and offer a low-fee, personalized service for investing and planning. With $269 million in assets under management and serving 275 households nationwide, Pure Portfolios believes in a well-rounded partnership that goes beyond portfolio management, providing collaborative financial plans that reflect clients' life's work. They use the latest technology for evidence-based investing, helping to manage risk, mitigate human bias, and boost tax-efficiency. From estate planning to stock options and tax planning, Pure Portfolios helps clients make data-backed money decisions. With a focus on transparency and accountability, Pure Portfolios aims to shake up the high-cost investment management industry by in-sourcing their investment management and avoiding expensive third-party managers, mutual funds, or hedge funds. They offer qualified investors a fee structure that aligns with investment performance, creating a clear line between their compensation and a client's investment outcome. Whether approaching retirement, building wealth, or seeking unbiased financial advice, Pure Portfolios provides unfiltered commentary, simple language, and actionable steps through their weekly newsletter, podcasts, writings, and educational videos.Generated from the website