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Real Estate Advisory

Real estate is a meaningful component of personal wealth. Whether acquiring a residence, managing investment properties, or planning for a transition, we provide strategic guidance to ensure your decisions align with your broader financial goals. With a licensed REALTOR® on staff, we help you navigate each transaction with clarity and confidence.

Casa de Cole Realty Group

At True North Private Wealth Partners, we recognize the strategic role real estate plays within a comprehensive wealth plan. To enhance our offering, we work in close coordination with Casa de Cole Realty Group, led by Lori Eshbach Comanich, a licensed REALTOR® with deep expertise in both personal and investment transactions. This collaboration enables us to deliver integrated guidance, ensuring your property decisions are thoughtfully aligned with your broader financial objectives.

Meet Lori Comanich

Meet Lori Comanich

Lori Eshbach Comanich, Founder of Casa de Cole Realty Group, brings a wealth of experience and insight to residential real estate. Long before becoming a licensed REALTOR® in 2022, Lori had personally completed more than a dozen transactions, cultivating deep market knowledge in the area. Since then, she has guided numerous clients through both personal and investment property decisions, often in coordination with True North. Whether navigating a retirement transition, managing an estate, or preparing for a move to assisted living or cross country, Lori works with a trusted network of professionals to deliver thoughtful, financially aligned outcomes.

How We Help Clients with Real Estate Strategy

Evaluations

Comprehensive evaluation of your real estate holdings within your financial plan

Guidance

Guidance on buying or selling properties to support financial and estate goals

Tax

Tax-efficient strategies for real estate investments

Financing

Assistance with financing solutions and specialty loan programs

Planning

Strategic planning for property transitions, including downsizing or estate settlements

Alliances

Collaboration with lenders, title companies, and legal professionals to streamline transactions

Deal-Finding

Identifying investment opportunities to diversify and strengthen your portfolio

Risk

Risk assessment and asset protection strategies to safeguard your real estate investments

A Tailored Approach to Real Estate Decisions

A Tailored Approach to Real Estate Decisions

Whether you are buying, selling, or evaluating your current real estate holdings, our approach ensures that every decision supports your financial well-being. We assess how real estate fits within your portfolio, helping you optimize ownership structures, manage tax implications, and identify opportunities for growth or liquidity.

Real Estate & Wealth Planning:
A Unified Approach

True North Private Wealth Partners and Casa de Cole Realty Group offer a unique, integrated approach to wealth and real estate. We ensure your property decisions are not an afterthought but a strategic part of your financial plan. If you're considering a move, let us help you make informed choices that support your long-term financial goals.

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Who We Work With

We advise individuals, families, business owners, and those navigating life's transitions. Each strategy is tailored to reflect the distinct goals, values, and circumstances of the clients we serve.

Clients We Serve

Our Approach

Our goals-based, tax-intelligent, and fully coordinated financial services give you a complete view of your wealth and confidence to achieve your goals.

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Contact Us

Contact us today to bring clarity to your financial plans, experience guidance that empowers your decisions, and start living the vision you have always imagined.

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