Today, people have been assigned greater responsibility for their own investment planning. With countless investment options and an abundance of companies offering investments, there is still a lack of knowledge. Many people see investing as too complicated, often not knowing where to start. Inflation, geopolitical concerns, and market fluctuations may reduce potential returns, and add to the difficulty of selecting an investment strategy. That’s where Perch Wealth comes in.

Perch Wealth, a boutique investment firm specializing in real estate tax solutions and alternative investments, believes that educating people is of utmost importance to ensure stability and peace of mind. One of the company’s principles is “We don’t sell. We educate.”, which reflects its focus on providing the information and expert guidance necessary to allow investors to make informed decisions.

According to Perch Wealth, what sets it apart from its contemporaries is its approach to both its clients, as well as their portfolios. Its integrated view to the investment and wealth-building process allows it to organize its efforts around long-term viability, creating a legacy portfolio that can be transferred from one generation to the next. The company works with clients to build customized and diversified portfolios using real estate products not typically available through traditional brokerage firms, helping them to defer taxes, potentially preserving wealth, and providing stable monthly income throughout retirement.

“In serving as your financial professional, we’re committed to identifying exclusive real estate opportunities that best fit your unique circumstances,” says Ben Carmona, Perch Wealth Co-Founder and Managing Partner. “Our role is to guide you through the entire process. We will walk you through your options, implement your strategy, and oversee your trajectory through our ongoing partnership. Our commitment to you to provide solutions that help you meet your short- and long-term financial goals.”

To simplify the extremely complex world of investing for its clients, Perch Wealth created the Perch Path, a four-step process that outlines its entire client journey. This begins with the Discovery step, where Perch’s team gets to know the client, their goals, and their objectives. This allows Perch to determine whether it is the right match for the client’s needs. This is followed by Evaluation, where Perch conducts in-depth research to come up with the best solution for the client.

“Everything we do is custom-tailored to each investor,” adds Ehud Gersten, Perch Wealth Co-Founder and Managing Partner. “We don't have a one-size-fits-all model, because everybody's needs are different. Some people's goal is to defer taxes and they're not looking for extra income. Others are retired and need passive income for their living expenses. The Perch Path helps us determine which investment offerings are going to best suit them. We build long-term relationships with our clients, regularly following up with them, and always ready to answer their questions.”