Private Client Services

Private Client Services 

Trust Services

Through Paradigm's custodial relationships, trust services are available with said companies to support all you and your families legacy needs. Our trusted relationships include Bank of New York Pershing, Fidelity Trust Company, and Charles Schwab's Trust Company. 

Credit Lending Suite

At Paradigm, we offer a comprehensive Credit Lending Suite designed to meet your cash flow needs on demand. Through our custodial affiliation with National Financial Services, a Fidelity Investments company, we connect you with dedicated concierge Private Bankers from Bank of New York or Goldman Sachs. Our team is here to guide you and your professional representative through the entire offering and underwriting process, ensuring a seamless experience.

Our Offerings Include:

Secured Lending (Pledged Asset Lines)

  • Loans and lines of credit backed by marketable securities using personal or business assets

     *Offered by Osaic Wealth, Inc, Goldman Sachs Private Bank, Charles Schwab, and/or BNY Pershing, LLC.

Home Mortgages & Home Equity Lending

  • Competitive rates on jumbo mortgages
  • Adjustable-rate and interest-only options

  • Lines of Credit, Term Loans and/or Bridge Loans

    *Offered by BNY Private Bank and/or Charles Schwab 

Aircraft and Yacht Financing

  • Tailored financing solutions for your luxury assets

    *Offered by BNY Private Bank

Commercial Real Estate Financing

  • Financing for multi-family, office, retail, and industrial properties

  • Options for new purchases, refinancing, and expansions/upgrades

    *Offered by BNY Private Bank

Life Insurance Premium Financing

  • Strategies for financial, estate, and tax planning

    *Offered by Wintrust Life Finance a division of Lake Forest Bank & Trust Company, N.A.

Our suite also includes specialized strategies for business owners and professional service firms, including medical practices, law firms, and CPA firms.

Please note: Any transactions conducted with Goldman Sachs through this process do not incur fees or commissions for Paradigm Wealth or its associates. Goldman Sachs operates independently from Osaic Wealth, Inc., and are solely responsible for the products and services they provide.

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Securities Products are:

*Not FDIC/NCUSIF Insured  *Not a Deposit Product   *May Lose Value

*Not a Condition of Any Bank Service