Connect with Top-Rated Financial Planners in Healdsburg!

We specialize in helping investment real estate and vineyard/winery owners defer, and potentially save, taxes through #1031 exchanges of their properties. The approved replacement properties are institutional quality, potential income producing real estate held inside a passive vehicle called a Delaware Statutory Trust (DST), today's vehicle of choice for qualified investors who seek to have their money to work for them, so they don't have to.

The Mentor Group is a full-service national investment banking, financial advisory, valuation and appraisal firm that provides preeminent services in due diligence and support for selling companies, private placements, and value opinions. With a focus on technical expertise, supportable analyses, and cost-effective results, the firm has unparalleled experience and qualifications. Its senior professionals have valued and sold nearly every type of business and business asset. The company is committed to providing experienced, responsive, and results-driven services to its clients.