About
Who we are
Tax Deferred Wealth helps Bay Area owners of long-held rental property use a 1031 exchange to move into real property that suits where they are now, working alongside the owner's own agent and advisors.
The people
David Waal Partner, Tax Deferred Wealth
Grant Sedgwick Partner, Tax Deferred Wealth
Exchange partner
Institutional 1031 Thomas Bottenberg, Founder, Managing Director
Institutional 1031 is the qualified intermediary for exchanges in this program. It holds exchange funds under written exchange agreements and does not advise on the suitability of any replacement property.
Contact
Call 408‑655‑9296, or send us a message below and we’ll get back to you.
410 Santa Cruz Avenue, Los Gatos, California 95030
Send us a message
We usually reply within one business day. If you'd rather talk, call 408‑655‑9296.