Financial Advisors
Roseville, CA
Bangerter Financial Strategies is a wealth management firm specializing in 1031 exchanges, alternative tax strategies, and private wealth management for high-net-worth individuals and families. Led by Jeff Bangerter, the firm provides comprehensive financial planning through a disciplined four-step process (Discovery, Strategy, Implementation, Monitoring & Adjusting) and custom-built investment solutions rather than one-size-fits-all approaches. They serve clients with complex financial needs including real estate investing, tax planning, estate planning, opportunity zones, and family office services.
Ideal for: High-net-worth individuals, Real estate investors, Business owners, Families with complex tax situations, Those seeking 1031 exchange expertise
Service area: Roseville and Greater Sacramento Region, CA
1031 Exchange Specialists: Provides complete turnkey assistance for 1031 exchanges from property sale through replacement property closing, with expert guidance to help ensure successful exchanges.
Custom Financial Roadmaps: Rejects cookie-cutter approaches and builds tailored wealth management strategies unique to each client's specific needs, dreams, and financial circumstances.
Private Wealth & Family Office Services: Specializes in managing the complexities faced by ultra-high-net-worth individuals and family offices, including integrated wealth strategies and legacy planning.
Address: 1380 Lead Hill Blvd STE 180, Roseville, CA 95661
Phone: (916) 965-1879
Website: bangerterfinancial.com
Looking for more options?
See more Financial Advisors in Sacramento →