Unlock The Power of Partnership

Goal Based Lending

Bridging the Gap Between Mortgage Loans and Financial Advisors

We partner with top advisors at

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Why Partner With Us

Our Differentiator

At WLG, our focus is on ensuring that your financial planning strategies remain robust and effective. We offer tailored mortgage solutions that align with your investment objectives, essentially safeguarding your managed assets and your clients' financial futures. Our approach is straightforward and client-centric: we understand your needs and those of your clients, and then we craft mortgage options that fit seamlessly into your clients' financial plans. Partner with us for a collaborative approach to financial planning that strengthens your clients’ portfolios. Let’s discuss how our partnership can bring added value to your practice. Here are the most common people we serve:

C-Suite Executives

Business Owners

Real Estate Investors

Asset Rich Retirees

We provide a diverse range of loan products aligned with your clients' distinct objectives. Our approach, centered around specific goals, ensures that each loan is customized to meet their unique financial needs and seamlessly integrated into a comprehensive strategy.

Goal-Based Lending

Our Products

  • Specialized loans for financing high-value properties exceeding the limits set by government-backed entities like Fannie Mae and Freddie Mac.

  • Strategic financing to diversify and grow real estate investment portfolios.

  • Access the equity built in real estate to fund short and long-term goals.

  • 5, 7 and 10 year loans to improve budgeting and cash flow.

  • A strategic choice for investors. Reduce liability, leverage pass-through taxation, enhance asset protection and facilitate estate planning.

  • Avoid selling assets by bridging temporary cash flow needs and financing transitional periods.

  • Secure the property with all cash, then effectively get reimbursed with financing shortly after to maintain liquidity.

  • Financing options based on the value of brokerage and savings accounts.

Accelerate Wealth Through Real Estate

In our partnership with financial advisors, we focus on leveraging real estate as a key asset in wealth accumulation. Our approach involves creating tailored real estate planning strategies that align with each client's unique financial goals. This collaboration offers you access to specialized reports and insights, equipping you with the tools to enhance your clients' portfolios and guide them towards long-term financial success. By integrating our expertise into your practice, you're positioned to offer a more comprehensive and strategic service, reinforcing your role as a trusted advisor in your clients' financial journeys. Here are four key strategies we offer:

Accelerate Mortgage Payoff

Improve Cashflow and Liquidity

Minimize Taxes with Real Estate

Reduce Real Estate Risk Exposure

Technology

WLG goes beyond providing exponential mortgage advice. We leverage technology to enrich client offerings, broaden advisor expertise, and streamline real estate planning. Our proprietary technology empowers you to become the superhero your clients deserve. Learn more about these transformative tools, meticulously crafted to enhance your ability to provide expert advice on real estate and mortgages. Discover a new realm of possibilities in guiding your clients towards optimal financial decisions.

Words From Our Advisors

  • "Partnering up with Rick has simplified my client's life. He is quick with his responses and I never have to worry about anything."

    Philip Kuon, Relationship Manager

  • "Rick's knowledge of taxes and mortgage makes it easy on a client with complex financial statements."

    Nick Mosaquites, SVP, Sr. Private Wealth Advisor

  • "Been an extremely valuable resource to me and my clients in helping them to achieve their long-term goals."

    Andrew Mancuso, Wealth Advisor

  • "The level of professionalism that Rick has mirrors that of a financial advisor."

    Andre R Ramirez, Wealth Management Advisor

  • "Rick is a man of integrity and tremendous business insight."

    David Mora, Business Banking Regional Manager

  • "Closing on loans and programs a traditional bank can not provide."

    Dan Nyguen, Private Wealth Advisor

Still Not Sure if Partnership is Right For You?

Become the superhero your clients deserve by tapping into our exceptional service and insightful analysis, partner with us and unlock three strategic approaches that will accelerate your clients wealth.

The Wealth Accelerator