Our journey was inspired by the symbiotic success of a powerful collaboration between Mortgage Loan Originators and Financial Advisors, forged at major financial institutions. Recognizing the unparalleled benefits this partnership brought to both businesses and client service, we aim to extend this proven strategy to independent financial advisors. WLG was conceived to bridge the existing gap between financial advisors and mortgages, mirroring the effective model that thrives within larger banks.

At WLG, we distinguish ourselves from transactional mortgage lenders by prioritizing the integration of real estate and residential lending into a client's comprehensive financial strategy. In an era where mortgages are pivotal tools for acquiring real estate and expanding net worth, we believe in the intrinsic connection between financial well-being and strategic mortgage planning. We are not merely loan advisors; we are an extension of financial advisor teams, driven by the conviction that our success is intricately tied to theirs. Our vision is to inspire wealth accumulation and preservation through personalized real estate and mortgage lending solutions. At WLG, we define ourselves by the purpose behind our founding—to empower our clients, serve the financial advisor community, and contribute meaningfully to the realization of their clients’ long-term financial goals.