About Us

As a retired Certified Financial Planner, I've spent years helping people build wealth, but nothing tested my resolve quite like owning single- and multi-family residential rental properties. Over the past 15 years plus, I've managed everything from cozy single-family homes to bustling multi-family rental properties, working with five different property managers along the way. Spoiler alert: It wasn't always smooth sailing.

The real learning came from hands-on experience and collaborating with others. I discovered the hard way that most property management services are reactive at best, they don't optimize the property's potential, plan maintenance repairs or replacements around your budget, or proactively identify ways to cut large transaction costs (think HVAC systems, roofing, and more). They rarely offer insights or connections to help grow your real estate portfolio.

This frustration sparked my motivation to found WealthWise Realty & Management, LLC. Here, we're committed to being proactive, informative, and truly helpful. We craft detailed financial budgets for rental properties, planning ahead for big-ticket items like HVAC or roofing. We also focus on smart underwriting, identifying value-add opportunities to maximize your property's best use, and leveraging our relationships to support you in starting or expanding your real estate portfolio.

The irony? After a thorough review, it might actually make the most sense to exit the rental property space, but no one ever tells you that. Right?

Our Mission

To transform every client into a sharper, wealthier, more fulfilled investor, all while thoroughly enjoying the journey.

Our Core Belief

Real estate transcends mere property acquisition. It’s the art of crafting resilient, cash-flowing machines: tax-optimized, cost-mastered, legacy-forging assets that grant you true freedom. Anything less is simply an expensive pastime.

What Distinguishes Our Team

We blend intellectual precision with authentic rapport, delivering financial acumen alongside real human connection. Here’s our edge:

  • We underwrite with private equity sharpness, negotiate with unyielding tenacity, and oversee assets like a bespoke family office, sans the corporate pretense.
  • We diligently assess and work to mitigate potential pitfalls such as title complications, insurance vulnerabilities, financing risks, and suboptimal deal structures. Helping to reduce the likelihood of costly surprises.
  • We open our meticulously curated network: decades-honed connections to capital providers, elite contractors, tax specialists, lenders, and strategists, not some generic directory.
  • We practice what we preach. Recommendation thrives through personal experience and lessons already learned.
  • We’re intellectually rigorous, delightfully engaging, and relentlessly focused on returns. Here, expertise and personality coexist seamlessly.

We’re the partners you turn to when speculation ends and sophisticated compounding begins, with style and a smile.

The Extra Mile Is Standard Here

At WealthWise, we don’t just manage properties; we elevate them to their fullest potential. Consider these hallmarks:

Best-Use & Value-Add Mastery

We view each asset as an intricate opportunity, revealing untapped revenue through ADUs, rezoning, conversions, and clever monetization, often elevating net income.

Precision 5-Year Forecasting

Mitigate unforeseen expenses. Our detailed capital and cash-flow projections empower you to strategize with unwavering clarity.

Complimentary Insurance Audits

As licensed experts, we scrutinize your coverage, closing gaps and trimming premiums, frequently unlocking substantial annual savings.

Exclusive Network Access

Tap into our vetted circle: private lenders, cost-segregation accountants, 1031 specialists, and top-tier contractors the very resources powering our success.

If you’re prepared to shift from reactive preservation to proactive scaling, let’s converse over coffee, or burritos, and chart the course.

Meet Our Team

We are a unified, dynamic team fully committed to delivering exceptional value to our clients through comprehensive real estate focusing on property management, strategic acquisitions, repositioning, and professional oversight.

Depth of Experience

Over 25 years of direct involvement: acquiring, developing, managing, and revitalizing single- and multi-family residences alongside commercial ventures across the Southwest, including Arizona, Utah, and Idaho. Our co-founders boast Master’s degrees in Real Estate Development from the University of Arizona, with one a retired Certified Financial Planner™. We fluently navigate funding structures, tax optimization, 1031 exchanges, cash-flow engineering, and risk mitigation.

Our Distinctive Edge

Our hallmark is concierge-level due diligence: We rigorously vet your investment landscape pre-acquisition, uncovering risks in title, insurance, entities, or financing while sourcing exclusive capital and our trusted “black book” of proven professionals.

Beyond Management: Asset Elevation

We handle portfolios as if for an elite family office: proactively enhancing income, repositioning for optimal use, forensically controlling costs, and executing creative enhancements that forge enduring wealth.

And yes, we own and operate our own rental portfolio using the exact strategies we advocate.

In essence: Working with us is like gaining astute, witty, passionately dedicated allies who excel at turning real estate into your greatest advantage.

Ready to elevate your holdings and savor the process? Let’s connect.