About WealthBuilder 1031
What We Do
WealthBuilder 1031 is a qualified intermediary (QI), which is a neutral third party that facilitates your 1031 exchange by holding the funds from the sale of the original property and transferring them to purchase the replacement property. Our role is critical in ensuring that your transaction meets the requirements of the Internal Revenue Service (IRS) regulations for a 1031 exchange.
Our responsibilities include (1) preparing the necessary exchange documentation, (2) receiving and holding the funds from the sale of the original property, and (3) coordinating with the title companies.
WealthBuilder 1031 plays an essential role in ensuring the smooth and compliant execution of your 1031 exchange.
Our Difference
Experience and Expertise:
Reputation
Security of Funds
Accessibility and Responsiveness
Professionalism and Communication
Competitive Pricing
From the Classroom
Chris teaches 1031 exchange classes for real estate professionals across Texas. A few moments from recent sessions.
The Invisible Party at Every Closing #Shorts
Pay the Tax, or Keep Your Equity Working? #Shorts
Your Tax Basis Is Always Moving #Shorts
Can Your Client Calculate Their Capital Gains? #Shorts
What's Better Than One Closing? #Shorts
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Chris Peterson
Attorney, Founder & President
Chris Peterson is the founder and President of WealthBuilder 1031, a nationwide Qualified Intermediary. He is a licensed Texas attorney and the owner of Peterson Law Group, an estate planning, elder law, probate and business planning law firm in Texas. He graduated from Wheaton College and the University of Texas School of Law.
Besides practicing law and conducting 1031 exchanges, Chris is active in his community. Currently, he serves as an Elder and Sunday school teacher at Westminster Presbyterian Church and teaches a CPS-approved parenting class called Families Count. He previously served as President of the Bryan School Board, President of the Bryan Business Council, Chairman of the Board of the Research Valley Partnership, Moderator of South Texas Presbytery, Vice President of the Bryan-Brazos County Economic Development Foundation, Chairman of the Texas Triangle Regional Center for Innovation and Commercialization, Vice Chair of the Board of Directors of Bryan Texas Utilities, Advisory Director of BBVA Compass Bank, Moderator of South Texas Presbytery, and on the Wheaton College Alumni Association Board of Directors, in addition to many other civic, nonprofit and church boards.
In addition, Chris is a serial entrepreneur and has been involved in starting businesses ranging from a multi-county title company, a local community newsmagazine, build-to-suit restaurant construction, political consulting, chocolates, and real estate development.
Chris has been married to his college sweetheart Debbie since 1996. They have 3 kids (one of whom is adopted).
Brandon V. Woodward
Of Counsel
Brandon serves as Of Counsel to WealthBuilder 1031, primarily assisting customers in Florida’s Treasure Coast with 1031 exchanges. He is the Managing Partner of Woodward Kelley Fulton & Kaplan, a Florida law firm with offices in Stuart and West Palm Beach. Brandon is a licensed attorney in both Florida and Missouri. He is also an Adjunct Professor of Business Law at Indian River State College and is active in the Hobe Sound Bar Association and Chamber of Commerce.
Sarah Waterman
Business Development Executive
Sarah Waterman serves as an Business Development Executive at WealthBuilder 1031, primarily assisting customers in the Dallas-Fort Worth metroplex. Sarah focuses her time on building and nurturing relationships with clients and partners to grow the company’s presence in Texas and the surrounding region. Sarah is committed to understanding clients needs and determining how a 1031 exchange can bring value to their business. Sarah’s deep roots in Texas and expertise in the market have allowed her to add tremendous value through tax savings for clients who are buying, selling, or expanding in the quickly growing Dallas-Fort Worth market. Sarah brings experience from previous stops with title and cost segregation study companies. Her passion for nurturing relationships and previous experience in the commercial real estate industry has made her a trusted resource who constantly seeks solutions for her clients.
Maritza Hoffman
1031 Exchange Manager
Maritza Hoffman serves as a 1031 Exchange Manager at WealthBuilder 1031, where she guides clients, title companies and closing attorneys through each step of the 1031 exchange, from the first documents to the final closing. Before joining WealthBuilder 1031, Maritza was an Escrow Officer at RGV Abstract in the Rio Grande Valley, so she knows how closings come together from the title side. She prepares exchange documents and personally verifies wire instructions by phone before any funds move, part of our commitment to keeping client money safe.