Cookies on BBB.org

We use cookies to give users the best content and online experience. By clicking “Accept All Cookies”, you agree to allow us to use all cookies. Visit our Privacy Policy to learn more.

Manage Cookies

About

About This Business

This business offers alternative, private equity and real estate investment solutions for accredited investors looking to diversify their portfolio into something other than the stock market.

Products and Services

- Financial Planning

- Investment Management

- Insurance Planning

- Small Business Solutions

Photos and Videos

Business Details

BBB File Opened:
8/12/2020
Business Started:
1/18/2020
Type of Entity:
Sole Proprietorship
Business Management:
Mr. Skyler Cooper Stokes, Owner

Additional Contact Information

Principal Contacts
Mr. Skyler Cooper Stokes, Owner
Customer Contacts
Mr. Skyler Cooper Stokes, Owner
Additional Email Addresses
Primary: Email this Business
Additional Websites
Website 1

Licensing information

This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.

Additional Information

Refund and Exchange Policy

Securities offered through Emerson Equity LLC, Member FINRA, SIPC. Advisory services through Aloha Wealth Partners, LLC. a California Registered Investment Advisor. Aloha Wealth Partners, LLC and Emerson Equity LLC are not affiliated. Unless otherwise indicated, Emerson Equity LLC and Aloha Wealth Partners LLC are not affiliated with any other entity in this communication. Not an offer to buy, nor a solicitation to sell securities. Information herein is provided for information purposes only, and should not be relied upon to make an investment decision. All investing involves risk of loss of some or all principal invested. Past performance is not indicative of future results. Speak to your finance and/or tax professional prior to investing.

 

• There is no guarantee that any strategy will be successful or achieve investment objectives; Potential for property value loss – All real estate investments have the potential to lose value during the life of the investments;

• Change of tax status – The income stream and depreciation schedule for any investment property may affect the property owner’s income bracket and/or tax status. An unfavorable tax ruling may cancel deferral of capital gains and result in immediate tax liabilities;

• Potential for foreclosure – All financed real estate investments have potential for foreclosure; ·Illiquidity – Because 1031 exchanges are commonly offered through private placement offerings and are illiquid securities. There is no secondary market for these investments;

• Reduction or Elimination of Monthly Cash Flow Distributions – Like any investment in real estate, if a property unexpectedly loses tenants or sustains substantial damage, there is potential for suspension of cash flow distributions;

• Impact of fees/expenses – Costs associated with the transaction may impact investors’ returns and may outweigh the tax benefits

Ca Insurance Lic #: 0k53148

Other Resources
California Department of Real Estate
2201 Broadway, P.O. Box 187000
Sacramento CA 95818
Fax Number: 916-227-0777
http://www.dre.ca.gov

Industry Tip

More Resources

BBB Business Profiles may not be reproduced for sales or promotional purposes.

BBB Business Profiles are provided solely to assist you in exercising your own best judgment. BBB asks third parties who publish complaints, reviews and/or responses on this website to affirm that the information provided is accurate. However, BBB does not verify the accuracy of information provided by third parties, and does not guarantee the accuracy of any information in Business Profiles.

When considering complaint information, please take into account the company's size and volume of transactions, and understand that the nature of complaints and a firm's responses to them are often more important than the number of complaints.

BBB Business Profiles generally cover a three-year reporting period. BBB Business Profiles are subject to change at any time. If you choose to do business with this business, please let the business know that you contacted BBB for a BBB Business Profile.

As a matter of policy, BBB does not endorse any product, service or business. Businesses are under no obligation to seek BBB accreditation, and some businesses are not accredited because they have not sought BBB accreditation. BBB charges a fee for BBB Accreditation. This fee supports BBB's efforts to fulfill its mission of advancing marketplace trust.