Helping you plan a bright future!
Helping you plan a bright future!
Have questions about investments, taxes, retirement, financial planning, and/or estate planning? We're here to help guide you along the way.
DST Wealth Management, LLC offers its clients access to several Global Wealth Management firms that presently oversee over $800M in collective assets under management to most effectively service an individual client's financial needs.
We start by clarifying our fee structure and explaining the different ways we can help. Then we analyze your goals and compare them to your current portfolio. Then we recommend an investment strategy designed to meet your risk tolerance.
Owners of highly appreciated assets are reluctant to sell because of the capital gain taxes. With the Deferred Sales Trust™, we can provide a potential solution with this capital gains tax deferral strategy.
The DST can defer capital gains taxes on the sale of almost any type of highly appreciated asset including businesses & professional practices, commercial real estate, investment properties, high end primary residences, major stock positions, and valuable artwork and collectibles, among other things.
In addition to being an IAR with DST Wealth Management, Robert Binkele is also the founder and CEO of Estate Planning Team (EPT), a nationwide membership organization established in 1999 which provides brokers, CPAs, attorneys, real estate and insurance professionals marketing and administrative support to implement estate planning and capital gains tax deferral strategies for their clients. Estate Planning Team provides exclusive access to market the Deferred Sales Trust™, a proprietary capital gains tax deferral solution.
Robert Binkele is a proud member of Forbes Finance Council
It is never too early to get started on your investment plans. Tell us more about your goals, and we will get you started on a plan to achieve them.
45110 Club Drive, Suite B, Indian Wells, California 92210, United States
Monday - Friday: 8am - 5pm
Saturday - Sunday: By appointment
Investment Advisory Services are offered through DST Wealth Management, LLC, a registered investment advisor. DST Wealth Management is a registered investment adviser located in Indian Wells, CA. DST Wealth Management may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements. DST Wealth Management’s website is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of DST Wealth Management’s website on the Internet should not be construed by any consumer and/or prospective client as DST Wealth Management solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by DST Wealth Management with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of DST Wealth Management, please contact the state securities regulators for those states in which DST Wealth Management maintains a registration filing. A copy of DST Wealth Management’s current written disclosure statement discussing DST Wealth Management business operations, services, and fees is available at the SEC’s investment adviser public information website (https://adviserinfo.sec.gov/ ) or from DST Wealth Management upon written request. DST Wealth Management does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to DST Wealth Management’s website or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly. This website and information are provided for guidance and information purposes only. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy. This website and information are not intended to provide investment, tax, or legal advice.