If you have an income source that doesn’t easily fit into other lenders’ narrow boxes, we will tailor a mortgage loan to fit your situation, whether you are self-employed, have an investment portfolio, or are a real estate investor. For clients in the technology industry, we prepare specialized loan products that specifically include an RSU-based income to qualify for funding.
Personalized service shouldn’t come at an extra cost. We offer financing solutions that are unique. We have highly competitive rates thanks to long-standing relationships with institutions that are not available through traditional channels. Together, our team has arranged over $2 Billion in jumbo loans.
We combine local knowledge with global perspective. Our high net-worth clients include executives from Google, Amazon, Facebook, Salesforce, as well as business owners, athletes, and entertainment industry professionals. Our efficient, discreet approach has earned us accolades from business managers, CPAs and Realtors®
Our direct donations are provided to local causes that improve the lives of residents in our neighborhoods
We donate our time and talents to raising money for local charities, churches, schools, and civic organizations
We donate a portion of the funds raised at our events to select community organizations
We volunteer with a number of local charities and outreach organizations