FDIC Protection – Funds are deposited with highly rated, FDIC-insured banks for maximum principal protection.
Segregated Escrow Accounts – Each client’s funds are held in a separate account titled for their benefit – never commingled with operating funds.
Multi-Level Verification – All disbursements require written authorization and verbal confirmation.
Advanced Cybersecurity – Encryption, multi-factor authentication, secure portals, and continuous monitoring.
Insurance & Bonding – Comprehensive fidelity bonds, errors & omissions (E&O), and cyber liability coverage.
Strict Compliance – Full and complete adherence to IRS rules for 1031 exchanges.
Transparency – You receive account statements and full visibility into your exchange funds. We provide clear documentation for your tax advisor.
Derek Waatti
Co-founder & Qualified Intermediary
Derek’s career over the past 10 years has been a mix of real estate development and commercial brokerage. He has specialized in helping 1031 exchange buyers identify suitable replacement properties, primarily self-storage, multifamily, net-lease, and retail assets. Born in Northwestern Montana and now living on the coast of North Carolina, Derek brings a practical, investor-minded approach to helping clients navigate the 1031 exchange process.
Adam Lindberg
Co-founder & Qualified Intermediary
Born and raised in Southwest Washington, Adam began his journey in real estate through personal investing, where he successfully acquired, managed, and grew his own portfolio. This hands-on experience gave him valuable insight into the challenges and opportunities investors face. Working alongside commercial clients, he developed deep expertise in structuring and executing 1031 exchanges to help investors defer capital gains taxes and build long-term wealth.
Derek and Adam are lifelong friends who began developing real estate together on the East Coast over the last several years. In the summer of 2026, they shifted their full focus to launching Legacy Wealth and are excited to grow the company alongside their network of investors.
Begin Your 1031 Exchange With Confidence
Safeguard your investment and defer taxes with expert support. Call Legacy Wealth today to discuss your 1031 exchange options.