Working with your existing financial or legal team we support astute investors in maximizing profits on the sale of highly appreciated assets by eliminating your silent partner, Uncle Sam, and his notorious tax bill.

Benefits You Will Enjoy

Eliminate Taxes

Ability to allocate 100% of your proceeds to alternative investment options and avoid paying Uncle Sam’s tax bill.

Passive Income

Enjoy the income benefits of Real Estate without ownership related liabilities such as property management and expenses.

Reduce Market Risk

Mitigate risk of exposure by allocating capital from a single asset to multiple properties with existing revenue streams and management already in place.

Assets You Can Mitigate or Potentially Eliminate Capital Gains On



Mutual Funds

Real Estate

Business Sale

Other Assets



Discover Advanced Tax Mitigation Strategies That Go BEYOND The Traditional 1031 Exchange

  • The Ultimate Guide – 1031 Exchanges
  • The 1031 Investor’s Guide to Delaware Statutory Trusts (DST)
  • Get In The Zone – Guide to Investing in Qualified Opportunity Zones

A Smarter 1031 ExchangeTM is comprised of financial experts specializing in Delaware Statutory Trusts (DSTs) and Qualified Opportunity Zones (QOZs). We provide expert guidance, engaging collateral and resources focused on educating property investors on the tax benefits of 1031 Exchanges.

Your Local A Smarter 1031 ExchangeTM Professional

This material is intended for both educational purposes and to promote interest in the subject matter only. It does not address any individual’s specific situation and is not to serve as the basis for any investment decision and should not be construed as a solicitation to invest. The material is based on the latest information available to the public and, while deemed accurate but is not guaranteed and may be subject to change by the IRS implemented Tax Codes. Numerical examples, if any, are only illustrative. For additional information, please contact Caitlin John Private Wealth Management, LLC. or your Investment Advisor directly.

Disclosure Statement on behalf of the Registered Investment Advisor (RIA)

The past, current or future results of any type of securities are not a guarantee, or implied guarantee of future performance, returns, profit, or growth. Investors should thoroughly evaluate financial objectives, goals, and parameters such as risk tolerance with their Advisor before investing in any security. Investment account values will be subject to fluctuation in capital markets and can lose principal value. Fiduciary does not guarantee any level of investment performance, superior than the appropriate benchmark or otherwise.

Carefully consider your investment objectives, risk factors, charges, and expenses before investing. This and other information can be found in the Caitlin John Private Wealth Management, LLC.’s Form ADV Part 2A, which can be obtained from your financial advisor, by calling (810) 355-1325 or by visiting There are risks involved with investing, including possible loss of principal. Caitlin John Private Wealth Management, LLC. utilizes third-party investment managers in working with clients, the disclosures of each are available by request at any time and can be found on their respective websites or by searching

Asset Management and Investment Advisory Services offered through Caitlin John Private Wealth Management LLC., a SEC Registered Investment Advisor Firm, headquartered at 1024 E. Grand River Ave, Brighton, Michigan 48116 / Toll Free 877-238-1680. The Advisor you received this from is an Investment Advisor Representative of Caitlin John Private Wealth Management LLC. BFG Wealth Advisors and Caitlin John Private Wealth Management are separate entities and are not affiliated.

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