Our mission is to help you.

We educate and guide Connecticut real estate investors through a 1031 exchange by giving them the knowledge and confidence they need to modify their portfolios to better target their financial objectives.

See the Tax Benefits

Watch how We do it!

Helping investors achieve their goals

Benefits for Our Cutomers

Wealth Management

Boy these along far own other equal old fanny charm.Clients have the opportunity to work with a talented team of investment professionals who can provide total wealth management solutions designed to meet their financial goals. We also offer clients access to unique alternative investment solutions.

Defer Tax Liability

Clients can trade between real estate assets, defer paying capital gains, and use the proceeds from the sale to reinvest and further strive to improve their financial growth.

Portfolio Diversification

We help clients adjust their investment portfolios to align with their long-term objectives, whether trading into a less management-intensive asset or a property in a new market. Unlimited diversification options are available through a 1031 exchange.

Years of Experience

With more than 200 years of experience, the Perch Wealth team has an extensive history of working in all facets of the real estate and investment industries. Utilizing this experience, the Perch Wealth team delivers the highest quality of service to all investors

Who are we?

Perch Wealth delivers solutions for today’s investors who want to diversify their real estate portfolios through alternative investments such as private real estate funds, Delaware Statutory Trusts (DSTs), and qualified opportunity zone (QOZ) funds. We focus on educating clients about each investment’s availability, benefits, and risks. Leveraging our in-house 4-step process, known as the Perch Path, we help clients identify, strategize, and execute their investment goals.

Your 1031 Exchange Team

We provide Connecticut investors with an in-depth understanding of alternative 1031 exchange investment solutions while delivering the quality of service they deserve.

Ben Carmona

Ben Carmona is a managing partner at Perch Wealth. With more than 20 years of applied experience, Ben is an expert in real estate investments, structures, and strategies.

Ehud Gersten

Ehud Gersten is a managing partner at Perch Wealth. He is committed to helping investors and providing guidance on real estate investments.

Lauren Ansolabehere

Upon graduating from California Polytechnic State University San Luis Obispo with a Bachelor of Science in Psychology, Lauren embarked on her career in business, focusing on her knowledge of organizational psychology and employee motivation.

Doug Zator

Doug is joining the team with a background in Alternative Investments, Wealth Management & Insurance Solutions. Prior to joining Perch Wealth Management, he was the Director of Business Development for 1031 Exchanges at an alternative investment firm. Doug also worked as a wholesaler for Cantor Fitzgerald where he provided the marketplace with Non-traded REITs, DSTs & Opportunity Zones. For the first time in his financial services career, he came across an investment solution he is truly passionate about, DSTs. This turnkey solution is an incredible opportunity for investors who may not have the time, energy, or real estate expertise to find and manage a replacement property.

Lance-Stafford

Lance Stafford has over 25 years of capital markets and securities industry experience, working with both institutional and retail investors. Notably, he managed the institutional equity sales and trading operations in the Southeast United States for Keefe, Bruyette & Woods prior to the firm’s merger with Stifel Nicholas in 2013. Since that time, Mr. Stafford has advised high-net-investors and families seeking wealth management and tax planning solutions in various senior roles at Capital Group, SignatureFD and, most recently, The Strategic Group.

Dillon Hall

Dillon Hall joins Perch Wealth with an extensive background in alternative investments, tax deferral strategies when selling real estate or a business, and wealth management. He began his career being mentored by some of the top advisors in the financial industry when it comes to alternative investments and tax deferral strategies, and developed a deep understanding of their function and roles in a portfolio. Since 2015, he has worked diligently with his clients to meet their investment and tax needs. As an experienced financial professional, he is committed to helping his clients create custom solutions for their hard earned investment assets.

JP Ledesma

With more than 20 years of applied experience in real estate brokerage, underwriting, appraisal, pro-forma modeling, finance, and investments, JP Ledesma brings an abundance of knowledge to the Perch Wealth team. He is uniquely qualified and passionate about helping 1031 exchange investors source suitable replacement properties through a variety of investment structures, including Delaware Statutory Trusts (DSTs), tenancy-in-common (TICs), and 721 umbrella partnership real estate investment trusts (UPREITs), as well as direct real estate transactions. JP also specializes in other private alternative investment strategies, including, but not limited to, Opportunity Zones, private equity and debt real estate investment trusts (REITs), interval funds, preferred equity offerings, tax mitigation solutions, and other private placement investments designed to provide investors with passive, non-correlated, tax-efficient income and long-term appreciation.

Mallorie Montesdeoca

Born and raised in Southern California, Mallorie Montesdeoca graduated from USC with a Bachelor’s degree Communication and Music Business. She's spent the last ten years in the entertainment industry, managing musicians and marketing live events. She now joins Perch Wealth as a Transaction Coordinator, her number one goal is to ensure clients are equipped with everything they need to make their investment experience is as smooth and efficient as possible.

Paige Milson

After earning her bachelor’s degree in Business Administration, Paige worked over 15 years in the motorsports and powersports industry before joining the Perch team as a transaction coordinator. In her free time, Paige enjoys traveling and camping with her husband as well as spending time with their two dogs.

Alyssah Burns

After receiving a math and science degree, Alyssah Burns attended nursing school and earned an Associate Degree in Nursing (AND). She spent six years as a registered nurse (RN) in the neuro/orthopedic department at St. Bernadine’s Medical Center in San Bernadino. During that time, she and her husband started their family. She now divides her days between raising three young children and working as a transaction coordinator at Perch Wealth.

Andrew Kraffert Gora

Andrew Kraffert-Gora is an investment guru who has spent the last few years focusing his attention on investment real estate. With his real estate license, Andrew has assisted with structuring multiple 1031 exchanges while assisting clients with deferring their taxes. Andrew is known for his outstanding passion for working hard and closing deals. His enthusiasm for investing is amplified by the satisfaction he derives from helping his clients find their perfect investment. 

Free Consultation

Perch Wealth is focused on delivering the highest quality service investors deserve. For those new to 1031 exchanges or alternative investment solutions, the team at Perch Wealth can provide in-depth knowledge and resources to ensure every client makes the right decision for their future.

Personalized onboarding

Gain access to our
property listings

Unlimited support
at no extra cost

To access the portal, investors should contact Perch Wealth to speak with a representative. Once qualified, individuals are provided login instructions to access the portal.

Request a call:

Securities offered through Emerson Equity LLC, member FINRA / SIPC. This is not an offer to buy or sell securities. Securities investing carries an inherent risk of loss of some or all of the principal invested. We are not tax professionals. You should always discuss your investments with a tax professional prior to investing. Securities are sold only in those states where Emerson Equity LLC is registered. Perch Wealth LLC and Emerson Equity LLC are not affiliated. COMPANY and Emerson Equity LLC do not provide legal or tax advice. Securities offered through Emerson Equity LLC Member FINRA / SIPC and MSRB registered. Emerson Equity LLC is unaffiliated with any entity herein.

Perch Financial LLC and Emerson Equity LLC do not provide legal or tax advice. Securities offered through Emerson Equity LLC Member FINRA/SIPC and MSRB registered. Emerson Equity LLC is unaffiliated with any entity herein. 1031 Risk Disclosure:

There is no guarantee that any strategy will be successful or achieve investment objectives;
Potential for property value loss – All real estate investments have the potential to lose value during the life of the investments;
Change of tax status – The income stream and depreciation schedule for any investment property may affect the property owner’s income bracket and/or tax status. An unfavorable tax ruling may cancel deferral of capital gains and result in immediate tax liabilities;
Potential for foreclosure – All financed real estate investments have potential for foreclosure; ·Illiquidity – Because 1031 exchanges are commonly offered through private placement offerings and are illiquid securities. There is no secondary market for these investments;
Reduction or Elimination of Monthly Cash Flow Distributions – Like any investment in real estate, if a property unexpectedly loses tenants or sustains substantial damage, there is potential for suspension of cash flow distributions;
Impact of fees/expenses – Costs associated with the transaction may impact investors’ returns and may outweigh the tax benefits

No offer to buy or sell securities is being made. Such offers may only be made to qualified accredited investors via private placement memorandum. Risks detailed in a private placement memorandum should be carefully reviewed, understood, and considered before making such an investment. Prospective strategies and products used in any tax advantaged investment planning should be reviewed independently with your tax and legal advisors. Changes to the tax code and other regulatory revisions could have a negative impact upon strategies developed and recommendations made. Past performance and/or forward-looking statements are never an assurance of future results.

Many of the investments offered will be only available to those investors meeting the definition of an Accredited Investor under SEC Rule 501(A) and offered as Regulation D private placement securities via a Private Placement Memorandum (“PPM”). Prospective investors must receive, read, and understand all the risks associated with buying private placement securities. Investments are not guaranteed or FDIC insured and risks may include but are not limited to illiquidity, no guarantee of income or guarantee that all tax advantages or objectives will be met and complete loss of principal investment could occur.

Risk Disclosure: Alternative investment products, including real estate investments, notes & debentures, hedge funds and private equity, involve a high degree of risk, often engage in leveraging and other speculative investment practices that may increase the risk of investment loss, can be highly illiquid, are not required to provide periodic pricing or valuation information to investors, may involve complex tax structures and delays in distributing important tax information, are not subject to the same regulatory requirements as mutual funds, often charge high fees which may offset any trading profits, and in many cases the underlying investments are not transparent and are known only to the investment manager. Alternative investment performance can be volatile. An investor could lose all or a substantial amount of his or her investment. Often, alternative investment fund and account managers have total trading authority over their funds or accounts; the use of a single advisor applying generally similar trading programs could mean lack of diversification and, consequently, higher risk. There is often no secondary market for an investor's interest in alternative investments, and none is expected to develop. There may be restrictions on transferring interests in any alternative investment. Alternative investment products often execute a substantial portion of their trades on non-U.S. exchanges. Investing in foreign markets may entail risks that differ from those associated with investments in U.S. markets. Additionally, alternative investments often entail commodity trading, which involves substantial risk of loss.

NO OFFER OR SOLICITATION: The contents of this website: (i) do not constitute an offer of securities or a solicitation of an offer to buy of securities, and (ii) may not be relied upon in making an investment decision related to any investment offering by Perch Financial LLC, Emerson Equity LLC, or any affiliate, or partner thereof. Perch Financial LLC does not warrant the accuracy or completeness of the information contained herein.