top of page



Our mission is to provide time-proven, professional services exclusively for our Clients by offering fully integrated services that align their real estate needs with their business plans, delivering maximum cost savings and exceeding expectations.


Our vision is to be seen as a company that will work "outside the box," in the commercial real estate industry: A company that is service-oriented rather than transaction-oriented, with advisors who are client focused not deal focused. A company who is continuing to raise the bar in our Industry,


We are guided by the concept, “Character is doing the Right Thing when no one is looking,” both internally and externally. We will always do what is right for the client’s best interest and put that interest before our own. We treat our clients, vendors, neighbors, and employees with respect, dignity, and fairness in all matters.

Lloyd R. Wertheimer​
BRE #01354191
bottom of page