Private Client Services
Private Client Services
Client Home Page
In treating your success with the utmost care we recognize that this level of affluence requires an elevated wealth management experience. To that end we have partnered with a technology vendor to provide our esteemed client base with our Client Home Page service. The Client Home Page service allows you and when appropriate, your closely held professionals access to all of your accounts whether with our firm or abroad on one landing page at the stroke of a button. The systems provides real time data on any and all positions as well as balance sheets, income statements and many other valuable documents. Take a tour by selecting this link.
Credit Lending Suite
In addition, through our custodial affiliation we have garnered a complete lending suite to meet cash flow needs on demand. Through our relationship with National Financial Services (a Fidelity Investments company), we connect you with concierge Private Bankers from US Bank or Goldman Sachs. Start to finish, we help guide you or your professional representative through the appropriate offering and underwriting process.
From Pledged Asset Lines to Airline Financing we are here to assist you. Please view the complete offering below:
- Secured lending (Pledged Asset Lines)
- Loans and lines of credit secured by marketable
- securities and personal or business assets
- Home mortgages
- Competitive rates on jumbo mortgages
- Adjustable rate and interest-only options
- Home equity lending
- Lines of credit, term loans and bridge loans
- Variable or fixed rates
- Aircraft and yacht financing
- Commercial real estate financing
- Multi-family, office, retail and industrial
- Loans for new purchases, refinancing, and expansions/upgrades
- Life insurance premium financing
- Financing strategies for financial, estate and tax planning
The offering includes specialized strategies for business owners and professional service firms, such as medical practices, law firms, and CPA firms.
*Please note that any business done through Goldman Sachs or US Bank through this process does not produce any fees nor any commissions to Paradigm Wealth or its associates. Goldman Sachs and US Bank are not affiliated with Royal Alliance Associates, Inc. and is solely responsible for the products and services they offer.
Securities Products are:
*Not FDIC/NCUSIF Insured *Not a Deposit Product *May Lose Value
*Not a Condition of Any Bank Service