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Sera Capital Is A Fee-Only Fiduciary That Focuses On Tax-Efficient Exit Planning
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Unlock Your Future

Expert Exit Planning for Real Estate, Businesses, and More

We work with individuals and as fiduciaries, are not beholden to any institution or product sponsor for our client solutions. Our solutions come in many forms and include the following and often include some combination of the following.

Our Services
Service - Solutions

Investment Management Services

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Service - Opportunity Zones

Opportunity Zone Investments Advisors and Consultants

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Service - 721 Exchanges

721 Exchange Advisor and 721 UPREIT Exchanges

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Service - Delaware Statutory Trusts

Delaware Statutory Trust 1031

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Service - Exit Planning

Business Exit Planning Services and Business Transitions

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Uncover tailored solutions for tax-efficient retirement and exit planning.
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Our Blog

Explore our expert articles for informed decision-making

Differences Between Active and Passive Investment Management

Reflect on the biggest differences between active and passive investment management to choose a path forward that best supports your financial goals.

Investing Tales

What Happens to the Property in the REIT?

Find out what happens to the property in a REIT so you can gain a better understanding of whether this investment opportunity is worth your time and money.


1031 Exchange vs. Other Real Estate Investment Strategies

Explore a comprehensive breakdown of a 1031 Exchange and other real estate investment strategies so you can plan your future carefully and successfully.

1031 Exchanges

What Types of Properties Qualify for a 721 Exchange?

Some rules and regulations can make qualifying for a 721 exchange tricky to understand. Discover what types of properties qualify for a 721 exchange.

721 Exchange

What Risks Are Associated With Investing in a DST?

If you’re a real estate investor, you’ve probably heard of a DST. Yes, there are risks associated with investing in a DST; understanding these risks is crucial.

Deferred Sales Trusts

How Does Wealth Management Help With Tax Planning?

If you’re wondering how wealth management helps with tax planning, check out this expert blog to better understand the importance of wealth management.

Wealthy Tales

Registered Investment Advisor 
and Fiduciary Consultants

We at Sera Capital focus on helping clients with managing money while providing investment education, investment advice, and investment management. Our registered investment advisors help individuals, couples, and industry professionals learn about investments through blogs, books, videos, newsletters, and guides to overcoming big investment obstacles. With our education preparation, our professional financial services consultants help implement, manage, monitor, review, and adjust portfolios to your situation, providing wisdom and experience in conjunction with other financial advisors and strategic partners. We have assisted hundreds of couples and individuals, giving insight on investment behavior under stressful economical situations that focuses on high return rates and staying the course. Contact our reliable registered investment advisors today at Sera Capital.

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