Alternative Wealth Management (AWM) partners with RIAs, Accounting, Real Estate, Legal and other professionals to provide access to a wide range of tax advantaged programs with a focus on environmental, social and governance (ESG) responsibility. Participants may be allocated pass through benefits such as expense and depreciation allowance, tax credits or other government incentives that can be used to reduce tax liability. Our capital transition strategies seek to defer or eliminate capital gains tax on the sale of real estate and other appreciated assets while providing for passive ownership and estate planning objectives. Securities offered through Patrick Capital Markets, LLC, Member FINRA/SIPC.