Personalized attention and bespoke strategies. Your personal mortgage plan creates a solid foundation for your future financial decisions. We require the best and brightest of our industry but most of all they must meet our high standard of people pleasing. We are comprised of talented and tenured professionals that are certified in areas of competency exclusive to the needs of sophisticated estates.
Building the wealth effect one door at a time. We support this strategy by providing liquidity based on a simple innovative business purpose and the quality of the asset(s). Whether you're looking to recapture or reposition equity accumulated within the estate our private client collective portfolio can help meet your discerning needs. Our clients are in constant motion and growing the wealth of their estates.
This requires specialized services, advised by a team they can trust and dedicated by a firm to their cause. When your home comes with a large price tag. Our Private Client Advisors work closely with high income professionals to determine the best financing solution, lock in a preferred interest rate, and smooth the process to closing.
Building the wealth effect one door at a time. We support this strategy by providing liquidity based on a simple innovative business purpose and the quality of the asset(s). Whether you're looking to recapture or reposition equity accumulated within the estate our private client collective portfolio can help meet your discerning needs. Our clients are in constant motion and growing the wealth of their estates.
This requires specialized services, advised by a team they can trust and dedicated by a firm to their cause. When your home comes with a large price tag. Our Private Client Advisors work closely with high income professionals to determine the best financing solution, lock in a preferred interest rate, and smooth the process to closing.
Services
PCMA is an idea of being more than what is expected.
A collective of personas obsessed with creating experiences to captivate our clients and to elevate intention.
We dream, we build, and we execute on ideas that inspire our clients and grow the mystique and prestige of our brand.
PCMA's proprietary "Experiential Process of Service" is an innovation in experiential design where the focus is on the experience of the client when interacting with the organization, rather than simply the functional benefits following the advisory services delivered.
A collective of personas obsessed with creating experiences to captivate our clients and to elevate intention.
We dream, we build, and we execute on ideas that inspire our clients and grow the mystique and prestige of our brand.
PCMA's proprietary "Experiential Process of Service" is an innovation in experiential design where the focus is on the experience of the client when interacting with the organization, rather than simply the functional benefits following the advisory services delivered.
As we graduate from the academic lifecycle we enter what is called the economic lifecycle.
The economic lifecycle is made up of three graduating phases.
The first economic sub-cycle is the "transition" phase from the academic to the economic and the beginning stages of career development.
The second phase of the economic lifecycle is called the "wealth creation" phase.
The third phase of the sub-cycle is called the "wealth preservation" phase.
Many are fortunate enough to be classified as Mass Affluent and High Net-Worth, yet are still not wealthy enough to be in the highly exclusive realm of Private Banking.
The economic lifecycle is made up of three graduating phases.
The first economic sub-cycle is the "transition" phase from the academic to the economic and the beginning stages of career development.
The second phase of the economic lifecycle is called the "wealth creation" phase.
The third phase of the sub-cycle is called the "wealth preservation" phase.
Many are fortunate enough to be classified as Mass Affluent and High Net-Worth, yet are still not wealthy enough to be in the highly exclusive realm of Private Banking.
We are in the luxury service business.
We serve only accomplished and sophisticated estates, just like you.
That's why we have built our firm on the foundation of curated experiences for the private client community.
You work with a team of exceptional professionals that are dedicated to working with you and for you, based solely on your needs and not those of the firm.
We did this on purpose.
In todays homogenized world it is difficult for the mass affluent and high net worth to garner advice that meets their needs and at a level they can trust.
We serve only accomplished and sophisticated estates, just like you.
That's why we have built our firm on the foundation of curated experiences for the private client community.
You work with a team of exceptional professionals that are dedicated to working with you and for you, based solely on your needs and not those of the firm.
We did this on purpose.
In todays homogenized world it is difficult for the mass affluent and high net worth to garner advice that meets their needs and at a level they can trust.
Our philosophy is based on a set of trade-offs.
We have clear guidelines around what we do and don't recommend.
We believe focusing on client needs, custom-tailored solutions and maintaining a long-term perspective are the key ingredients to reaching your goals.
All three of these elements work together; it's not enough to follow one or two.
This approach should help reduce major disappointments along the way.
Your mortgage advisor will work with you to make sure this philosophy is the foundation of your mortgage management strategy.
We have clear guidelines around what we do and don't recommend.
We believe focusing on client needs, custom-tailored solutions and maintaining a long-term perspective are the key ingredients to reaching your goals.
All three of these elements work together; it's not enough to follow one or two.
This approach should help reduce major disappointments along the way.
Your mortgage advisor will work with you to make sure this philosophy is the foundation of your mortgage management strategy.
PCMA has a distinct set of guiding principles and homeownership philosophy.
For years, we've believed in the same basic strategy of conservative leverage with sound mortgage management will yield superior results that have proved themselves over time.
Our mortgage advisors are not just interested in helping you today, but they will talk with you regularly to make sure we're best able to meet your immediate and long-term financing needs.
If you want to shop rates and mortgages online, there are plenty of firms and websites that can help you do that.
For years, we've believed in the same basic strategy of conservative leverage with sound mortgage management will yield superior results that have proved themselves over time.
Our mortgage advisors are not just interested in helping you today, but they will talk with you regularly to make sure we're best able to meet your immediate and long-term financing needs.
If you want to shop rates and mortgages online, there are plenty of firms and websites that can help you do that.
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