I’ve worked with Paulo and the Wealthstone Group on multiple 1031 exchanges involving my real estate clients. In each case, Paulo stayed involved throughout the process—not just during the initial conversation. He took the time to understand each client’s objectives, explained the available options and potential tradeoffs, and helped keep everything on track as important deadlines approached. Paulo’s knowledge of 1031 exchanges, DSTs, and other tax-deferral strategies helped clients make informed decisions with greater confidence. He made a complicated process easier to navigate, answered questions thoroughly, and provided practical guidance without making clients feel overwhelmed. His broader investment perspective was especially valuable when evaluating how a replacement property or DST could support a client’s income, diversification, and long-term portfolio goals. Paulo was responsive, detail-oriented, and practical throughout each transaction. His guidance helped clients move forward with a clearer understanding of their options and a well-organized plan. I highly recommend Paulo and the Wealthstone Group to anyone seeking knowledgeable guidance with a 1031 exchange or related investment planning.
Wealthstone Group
Wealthstone Group at a glance
Google reviewers rate Wealthstone Group five stars based on seventeen reviews, with the owner responding to six percent of them. Clients highlight professional guidance on 1031 exchanges, tax mitigation, and portfolio management, noting clear explanations of complex strategies. Recurring themes include prompt communication, long-term client relationships, and customized financial planning. No common criticisms appear in the provided excerpts, as all reviews are positive and focus on the firm's expertise and attentiveness.
- Google rating: 5.0 out of 5 from 17 reviews (100% five-star).
- Reviews on this page: 17 Google reviews (17 with written comments).
- Owner responses: the business replied to 6% of reviews.
- Most recent review: September 17, 2026.
- Service: Financial Advisor serving Garfield, New Jersey.
Data from Google, last updated October 28, 2026.
Score profile vs other financial advisors
Score per factor (100 = best)Each factor is scored 0–100 on absolute terms (star average, share of 1–2★ reviews, price verdicts…); standing within the category can only raise it, never lower it.. Strongest: momentum and satisfaction; weakest: reliability.
Bar = this company · dark tick = category median.
Star ratings
17 Google reviews we collected
- 5 stars17100%
- 4 stars00%
- 3 stars00%
- 2 stars00%
- 1 star00%
Praise vs complaints
Phrases our text analysis found in 17 written reviews
- Praise3597%
- Complaints13%
Topic share
How often each topic comes up in the written reviews
- Staff & attitude1131%
- Would recommend1028%
- Honesty & trust617%
- Communication514%
- Quality & results26%
- Speed & response26%
What customers talk about
We read 17 written reviews and marked every phrase about these topics. The same colors are highlighted in the reviews.
“I highly recommend Paulo and the Wealthstone Group to anyone seeking knowledgeable guidance with a 1031 exchange or related investment planning.”
“At a different time in history I would have gladly chosen them and would highly recommend them to similarly situated real estate sellers.”
“ld always contact me within hours of an email or voicemail, and were genuinely interested in my personal success, regardless of whether or not I inves…”
“He took the time to understand each client’s objectives, explained the available options and potential tradeoffs, and helped keep everything on track…”
“He made a complicated process easier to navigate, answered questions thoroughly, and provided practical guidance without making clients feel overwhelmed.”
“Paulo was responsive, detail-oriented, and practical throughout each transaction.”
People customers mention
- Tucci 5 reviews
- Lou 5 reviews
- Louis 3 reviews
praise complaint · found by our text analysis, Google review wording unchanged.
Recent reviews
I was in a bind with the proceeds from the sale of my investment property, and I needed expert advice in a timely fashion. My lawyer connected me with the Wealthstone Group and I cannot say enough about their professionalism, knowledge, and accessibility. They would always contact me within hours of an email or…
Paulo and Louis at Wealthstone helped through a financial and real estate transaction. They were very professional, informative and easy to work with. They took the time to answer all my questions and guided me through the process. I would highly recommend them.
They exhibited great patience and skill, fully explaining complex options. Some I qualified for. At a different time in history I would have gladly chosen them and would highly recommend them to similarly situated real estate sellers.
Paulo Aguilar and the whole team at Wealthstone Group were instrumental in advising on tax efficiency, estate planning, and tax deferral strategies for my clients who own investment properties in Manhattan and Brooklyn. They have nothing but positive experiences working with Wealthstone Group and I highly recommend…
Deciding to work with Paulo and his team has been one of the best financial decisions i ever made. My family has a portfolio of real estate, and Paulo‘s knowledge of the national real estate sector is remarkable to say the least. He takes the time to explain complicated strategies and provides literature to back…
My mother has been working with Lou Tucci at Wealthstone for 15 years now and she couldn't be happier with the service she's received. Lou Tucci has a deep understanding of financial markets and a genuine interest in helping my mother achieve her goals. Lou Tucci takes the time to truly listen to my mother's…
Customer reviews
5.0 ★★★★★ 17 reviews on Google · rating breakdown
Reviews from Google, shown as published (original wording, unedited).
I was in a bind with the proceeds from the sale of my investment property, and I needed expert advice in a timely fashion. My lawyer connected me with the Wealthstone Group and I cannot say enough about their professionalism, knowledge, and accessibility. They would always contact me within hours of an email or voicemail, and were genuinely interested in my personal success, regardless of whether or not I invested with them. When the time comes to sell this business, they will be my first contact, without hesitation. I’m very thankful that our paths have crossed, and I look forward to them crossing again soon.
Paulo and Louis at Wealthstone helped through a financial and real estate transaction. They were very professional, informative and easy to work with. They took the time to answer all my questions and guided me through the process. I would highly recommend them.
They exhibited great patience and skill, fully explaining complex options. Some I qualified for. At a different time in history I would have gladly chosen them and would highly recommend them to similarly situated real estate sellers.
Paulo Aguilar and the whole team at Wealthstone Group were instrumental in advising on tax efficiency, estate planning, and tax deferral strategies for my clients who own investment properties in Manhattan and Brooklyn. They have nothing but positive experiences working with Wealthstone Group and I highly recommend them for their professional insights, advisory and wealth of knowledge.
Deciding to work with Paulo and his team has been one of the best financial decisions i ever made. My family has a portfolio of real estate, and Paulo‘s knowledge of the national real estate sector is remarkable to say the least. He takes the time to explain complicated strategies and provides literature to back everything up His dedication to his clients and availability is by far the best my family and I have ever worked with. You won’t regret your decision!
My mother has been working with Lou Tucci at Wealthstone for 15 years now and she couldn't be happier with the service she's received. Lou Tucci has a deep understanding of financial markets and a genuine interest in helping my mother achieve her goals. Lou Tucci takes the time to truly listen to my mother's concerns and explain things clearly, which I really appreciate. Lou Tucci has helped her with retirement goals and growing her investments. I feel much more confident and secure about her financial future thanks to him. I highly recommend Lou Tucci to anyone looking for a trustworthy and knowledgeable financial planner.
Lou Tucci is an exceptional investment advisor with profound expertise in guiding clients through complex financial strategies. His deep knowledge of 1031 exchanges and capital appreciable investments, such as DSTs, has been invaluable in positioning my funds for optimal growth. Lou's skillful approach and insightful guidance have provided me with confidence and clarity in my financial decisions, ensuring my investments are both secure and poised for long-term growth. I highly recommend Lou for anyone seeking a knowledgeable and trustworthy advisor.
Lou is the best kind of financial adviser. The best.
When searching for a new financial planner, it was important to find one that could diversify my investments while focusing on proper tax mitigation. My search found Louis Tucci of The Wealthstone Group. Louis provided all the options and answers I was looking for to invest in my future. I didn't need a stock broker and with Louis, my retirement plans are right on target. A well diversified portfolio that only the knowledgeable financial planners like Wealthstone can provide. I did my research and you should too. Check out the Wealthstone Group.
Business details
- Address: 250 Pehle Ave Suite 200, Saddle Brook, NJ 07663
- Phone: (201) 751-2110
- Website: wealthstonegroup.com
- Service area: Garfield, NJ