Scott Eichler
Hi there 👋 I'm Scott. I help Southern California property owners defer the tax on a property sale, without forcing them into a rushed 1031 exchange, or a property they don't want to manage.
I specialize in 1031 exchanges, Delaware Statutory Trusts (DSTs), and Qualified Opportunity Zones for real estate owners across Los Angeles, Orange County, San Diego, and the Inland Empire. Realtors and CPAs also send clients my way when a transaction has tax issues, lending problems, or a client that wants to sell and wants to stop managing property.
Southern California
My Collaboration Itinerary
Strategic Discovery: Defining Objectives and Obstacles
The foundation of a successful portfolio is a clear understanding of your financial goals and challenges. We begin with a high-level diagnostic of your desired trajectory, identify the specific hurdles standing between your current net worth, the tools currently being utilized, and your intended legacy.
Information Gathering: Comprehensive Data Audit
Precision requires high-fidelity data. We perform an exhaustive audit of your financial landscape, gathering all relevant documentation to create a centralized, transparent view of your assets, liabilities, income, expenses and resource allocation.
Data Synthesis: Apply Tactical Expertise
Raw data is transformed into actionable intelligence. We synthesize your financial metrics to build a visual and analytical representation of your wealth. This stage identifies the gap between your current position and your target destination and triangulate ideal solutions to bridge that gap.
Action Plan Review: Deployment & Execution
Before we move a single asset, we conduct a review of your customized action plan. We refine your investment allocations, corporate structures, and identify tax deferral strategies that address your unique obstacles, ensuring every vehicle in your portfolio is optimized for end goals while providing enough flexibility to navigate obstacles.
Ongoing Stewardship: Proactive Management
Wealth management is not a static event. Our relationship continues through proactive quarterly reviews and appropriate strategy adjustments. We provide constant fiduciary oversight, ensuring your plan evolves in lockstep with shifting market and lifestyle conditions.
How can I help?
Real Estate Investment Planning
Tax Optimization
Legacy & Charitable Planning
Financial Planning & Analysis
Monthly recaps on financial markets. Stay in the loop with Scott.
Get to know Scott
Scott Eichler is a financial advisor based in Southern California, specializing in 1031 exchanges, Delaware Statutory Trusts, and tax-deferred real estate transactions. Over nearly two decades in wealth management, he's built a practice around helping property owners across Los Angeles, Orange County, San Diego, and the Inland Empire navigate a sale without a rushed exchange or a property they don't want. Realtors and CPAs regularly refer clients to Scott when a transaction raises a tax question outside their own scope. His practice, Standing Oak Advisors, gives clients tools to see their numbers and their options before they ever get on a call: a calculator that estimates what they'd owe, and a decision tree that narrows down which strategy fits.
In 1998, I discovered a shared passion for investing with my grandfather, a bond that united us. By 2006, it dawned on me that my father's financial success in investments only came after he connected with a skilled financial advisor. Inspired by this, I aspired to replicate the positive impact that my father's advisor had on our family for other households.
My philosophy revolves around the idea that products, while not direct solutions, function as tools to address various needs. Just like how a quality product can appear ineffective in the wrong context – it's like receiving a hammer when the task calls for cutting wood. The true challenge arises not from the hammer itself, but from its misapplication in a mismatched scenario.
Property owners across Southern California, generally with $1M or more in net worth, who are selling or have sold an investment property and want to defer the tax the right way. I also work closely with realtors and CPAs, who bring clients to me when a transaction raises questions outside their comfort zone.
Building long term relationships and finding unique solutions.
1031 exchanges, Delaware Statutory Trusts, Qualified Opportunity Zones, and tax-deferred strategies for real estate transactions.
Savvy's technology greatly boosts my productivity through task automation, it also gives me access to extensive information resources to build the right portfolios for my clients, and it allows for seamless communication with my clients.
Book a 30-min introductory call with Joshua.
Meet and greet. Get to know each other and learn about the benefits of wealth management through Savvy.
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