The company, which serves exclusively high net worth borrowers, said the program is designed to help these professionals “add value to their services, protect assets under management, improve their practice and further meet the complex needs of their high net worth clientele. … “
“Leverage is an important part of property and financial planning for large estates,” said John Lynch, CEO and founder of PCMA. “We understand this symbiotic relationship very well, and we also understand the difficulty of finding a referral partner who can not only be trusted, but who is able to understand the complexities and nuances of our partners with a rich clientele.
“The needs of the wealthiest of us cannot be met through universal banking and mortgage services.”