PCMA Announces the Launch of the Industries First Private Client Partner Program for Specialty Financial Service Providers
jason jepson - August 27, 2021
PCMA, the pioneer and category leader in Non-Bank Private Client Lending today announced the launch of the PartnerUP™; an industry first creating strategically aligned relationships that will help specialty financial service providers extend the value of their services, protect assets under management, elevate the expertise of their practice, and further align with the complex needs of their accomplished clientele.
“Leverage is a major part of estate and financial planning for high-capacity estates. We understand this symbiotic relationship very well and we further understand the difficulty of finding a referral partner that not only can be trusted, but capable of understanding the complexities and nuances of our partners high net worth clientele,” said John Royce Lynch, CEO and Founder. “The needs of the most accomplished amongst us cannot be satisfied by generalist banking and mortgage service operations.”
PartnerUP™ extends the value-added services of category specialists that cater exclusively to high net worth, and ultra-high net worth estates. PCMA has curated the most comprehensive portfolio of private client residential and commercial credit programs to help support varied industry practitioners such as:
Wealth Advisors: PCMA will help keep investment strategies intact by offering a confidential and seamless referral to a certified private client lending expert and direct access to bespoke mortgage solutions, while protecting your assets under management.
Property Advisors: Whether your clients are looking to purchase a primary residence, vacation home or add to their real estate investment portfolio, a partnership with PCMA will increase your value of services, keep you agile in the market and responsive to your private clients’ home financing needs.
Estate Advisors: High-capacity estates rely on a team of skilled advisors to navigate the complexities of wealth. We’d like to help you further enhance your practice capabilities and client relationships. It is this client first mandate that has allowed us to become the nation’s top nonbank private client lender.
“We understand the value of relationships and are dedicated to making a difference in the lives of financial advisors and their clients. With the launch of our Even Pros Need Pros marketing campaign supporting our PartnerUP program, we look forward to working with experts in their area of practice that are dedicated to our common goal of making a difference in the lives of their accomplished clientele,” said John Royce Lynch
To learn more about our PartnerUP™ program please visit PCMA.PARTNERS
PCMA is the nation’s leading Non-Bank Private Client Lender serving the complex credit needs of their High-Net-Worth clientele. PCMA offers qualified individuals and institutions bespoke lending solutions across all major residential asset classes. PCMA is a diversified financial enterprise offering private client solutions through a direct to consumer and distributed retail business model. PCMA strives to build trusting and enduring relationships by putting clients and professional partners at the center of all they do. PCMA is headquartered in Orange County, CA.
Additional information is available at www.pcma.us.com