Build, Protect, and Focus Your Wealth
Investment Management.
Experience the personalized approach of our team – your financial peace of mind starts with Mestmaker & Petrey Wealth Advisors.
How We Help
Quality-Focused Investment Management for Long-Term Success.
At Mestmaker & Petrey Wealth Advisors, our investment management approach is built on a foundation of quality, discipline, and personalization. We understand that successful investing isn’t about chasing trends or making speculative bets—it’s about identifying genuine value and building portfolios that can withstand market fluctuations while generating consistent long-term returns.
Our team builds custom investment models tailored to your specific goals, risk tolerance, and time horizon. Whether you’re focused on growth, income, capital preservation, or a combination of objectives, we develop strategies designed to help you achieve your financial goals with confidence and peace of mind.
Our Investment Philosophy
Value-Oriented Investing for Sustainable Growth.
As long-term, value-oriented investors, we focus on quality over trends. This disciplined approach helps protect your portfolio during market downturns while positioning you for sustainable growth over time. We believe that successful investing requires patience, discipline, and a clear understanding of your financial goals.
Our investment philosophy is centered around what we call the “sleep at night factor”—ensuring that our clients can rest easy knowing their investments are positioned appropriately for their needs and goals. We achieve this through careful risk management, diversification across asset classes, and a commitment to staying the course through market fluctuations.
While we take advantage of opportunities when they arise, we never compromise our principles for short-term gains. This measured approach has served our clients well through various economic cycles, allowing them to build and preserve wealth with confidence.
Benefits of DST/10-31 Exchange Investing
Unlocking Value Through Strategic Real Estate Exchanges
DST and 1031 Exchange strategies offer several potential benefits for qualified investors.
Tax
Deferral.
By deferring capital gains taxes, you can keep more of your investment capital working for you, enhancing your long-term returns.
Investment
Diversification.
DSTs allow you to invest in fractional interests across multiple properties or property types, helping to spread risk in a single asset.
Professional
Management.
Properties are managed by experienced real estate professionals, eliminating the day-to-day responsibilities of property ownership.
Estate
Planning.
We help you develop strategies for efficiently transferring your wealth to the next generation or to charitable causes.
Institutional-Quality
Properties.
DSTs enable investors to participate in larger, higher-quality properties that might otherwise be inaccessible.
Passive
Income Potential.
Many DST investments are structured to provide regular income distributions to investors.
Risk Management
Identifying and Managing Hidden Risks.
Effective risk management is a cornerstone of our investment approach. We believe that understanding and managing risk is just as important as pursuing returns—perhaps even more so. Our team works diligently to identify both obvious and hidden risks in your portfolio, developing strategies to mitigate these risks while still pursuing your financial objectives.
We recognize that different asset classes carry different types of risk, and that market conditions can change rapidly. That’s why we maintain a disciplined approach to portfolio construction and ongoing management, regularly reviewing and adjusting your investments as needed to ensure they remain aligned with your goals and risk tolerance.
Our focus on quality investments and long-term value helps protect your portfolio during market downturns, while our active management approach allows us to capitalize on opportunities as they arise. This balanced strategy helps you navigate market volatility with confidence, knowing that your investments are positioned for long-term success.
The Fee-Based Advantage
Aligned Interests,
Transparent Costs.
As fee-based advisors, our compensation is directly tied to the value of your portfolio. This structure aligns our interests with yours—we do well when you do well. You’ll know your fee on day one, with no hidden costs or surprise charges along the way.
This transparent approach stands in contrast to commission-based models, where advisors may be incentivized to recommend products that generate higher commissions rather than those that best serve your interests. As fiduciaries, we are legally obligated to act in your best interest at all times, providing advice and recommendations that put your needs first.
Our asset-based fee is all-encompassing, covering portfolio management, ongoing monitoring, regular reviews, and adjustments as needed. We don’t charge by the trade or add fees for routine services, ensuring that you have a clear understanding of the cost of our services from the outset.
