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ABOUT

The 1031 Way

We help families and business owners uncomplicate complex planning with a specialization in high net-worth strategies.

 

There are typically two triggers that cause someone to seek help managing growing complexity: a desire to organize business and life transitions and/or a growing tax bill.

 

No matter where we start, during this relationship, our job is to help our clients define who and what you are becoming. 

 

We are not here to tell you “what” to do, but help you establish your own guideposts and present opportunities in legal, tax, and administrative matters that promote you and your family’s values.

Our Team

With decades of experience and a true passion for helping clients build wealth, we consider our team to be true financial all-stars.

Steve Headshot (1)_edited.jpg

Steve Wingard

Steve is a graduate of West Point and has been a financial services professional for over 20 years. Steve enjoys simplifying the process through problem-solving for intangibles and is passionate about helping clients achieve their goals. In working with clients, Steve values excellence, service, respect, and connection.

Steve's Credentials:

LLC FINRA Series 7 (General Securities Representative Examination) FINRA Series 6 (Investment Company and Variable Contracts Representative Examination) FINRA Series 63 (Uniform Securities Agent State Law Examination) Group 1 Life and Health License

Need more details? Get in touch!

We're here to help. Contact us by phone or email, or just click the Contact Us button, and we'll get back to you as soon as we're able.

Securities offered only by duly-licensed individuals through Madison Avenue Securities, LLC (MAS), member FINRA/SIPC. Investment advisory services offered through Csenge Advisory Group, LLC, a registered investment advisor. Wayfinder Wealth, Csenge Advisory Group, LLC, and MAS are not affiliated entities and do not provide legal or tax advice. Investing involves risk, including the potential loss of principal. Our firm is not permitted to offer and no statement made during this presentation shall constitute tax or legal advice. General 1031/TIC risks include potential for property value loss, change of tax status, potential for foreclosure, Illiquidity, impact of fees and expenses, reduction or elimination of monthly cash flow distributions, and loss of management control. IRC restrictions include - Properties must be held for productive use in a trade, a business, or as an investment The investor must identify the replacement property within 45 days from closing on the sale of a relinquished property and the new property must be acquired within 180 days of the original sale Properties must be exchanged solely for a “like-kind” property
The seller must not directly receive funds from the sale of the relinquished property. Our firm is not licensed to buy or sell real estate properties.

© 2025 by 1031 Way

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