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Our Professionals Co-Hosts: Guest Experts:
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Andrew Topka Co-Founder Blue Oak Wealth Management Mr. Topka is the co-founder of Blue Oak Wealth Management and directs the wealth management firm’s private placement practice, including 1031 exchange tenant-in-common investments, oil & gas programs, land banking and other tax advantaged investments. He specializes in helping clients reduce their annual income tax burden by placing their 1031 exchange proceeds, providing access to oil & gas investment programs and timber investments, and to keep the maximum proceeds resulting from a business sale, inheritance, or legal settlement. Andrew is an authority on Section 1031 TIC investments and is a Registered Representative with Berthel Fisher & Co. Financial Services, Inc. Blue Oak Wealth Management 225 Seven Farms Drive, Suite 205 Charleston, SC 29492 866.773.1031 office 843.330.3489 mobile 843.302.0426 facsimile Email Mr. Topka
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