We built Wealth Path Realty so busy people can build real estate wealth without it becoming a second job. The most you'll ever do is complete your initial questionnaire and submit your financials. From there, we take it end to end and keep you informed at every step.
1. Complete your Vision & Discovery questionnaire.
2. Submit your financials.
3. Sign a short confidentiality agreement & disclosures so we can act on your behalf.
Everything else — building your plan, setting up your tax strategy, securing financing, finding the property, handling every piece of paperwork, managing any renovation, placing a property manager, and reporting to you along the way.
PURPOSE: Get your tax and financial base set up so every dollar you invest works as efficiently as possible.
WHAT WE HANDLE: We take the financials you submit and work directly with our CPA partner to build a tax strategy around your goals.
YOUR PART: Nothing beyond the financials you already sent.
PURPOSE: A clear 12–18 month plan mapped to your goals — and the lifestyle you described.
WHAT WE HANDLE: We build your personalized roadmap: the right strategy, your targets, and the milestones to reach them.
YOUR PART: Review and approve the plan.
PURPOSE: Get you approved and ready to buy, without the runaround.
WHAT WE HANDLE: Using the information you've submitted, we coordinate directly with our lending partners to get you approved and clear on your buying power.
YOUR PART: Sign the confidentiality agreement and disclosures that let us represent your information — then it's hands-off.
PURPOSE: Find and secure the right property for your plan.
WHAT WE HANDLE: We source, underwrite, and negotiate the deal, then manage the entire transaction — coordinating lender, title, and seller, and handling all the paperwork.
YOUR PART: Give the go-ahead on the deal.
PURPOSE: Turn the property into a performing, ready-to-go asset.
WHAT WE HANDLE: If any renovation is needed, we act as your general contractor and manage the work from start to finish — whatever the scope — to make it rent-ready. Then we place a professional property manager under a signed management agreement, and send you a full report once the property is stabilized.
YOUR PART: Nothing.
PURPOSE: Keep your portfolio growing and on track.
WHAT WE HANDLE: You'll receive bi-annual portfolio reports and reviews, and we'll line up your next opportunity when you're ready.
YOUR PART: A twice-a-year review with us.
Because we act on your behalf, we'll have you sign two simple things at the start:
• A confidentiality agreement — our written promise that we won't share your information with anyone outside the people we've agreed on together.
• Standard disclosures — so we can coordinate with lenders, title, and partners on your behalf.
They protect you and let us move quickly on your behalf. Nothing moves forward without your approval.
2201 WASHINGTON AVE WACO, TX 76701 MON-SUN 7:30AM-6:30PM
2201 WASHINGTON AVE WACO, TX 76701 MON-SUN 7:30AM-6:30PM