We’re committed to providing you thoughtful, personalized attention and convenient access to home financing, banking, insurance, investment, and consumer financial services.
- We can provide home financing up to $6 million with higher loan amounts available.
- You’ll work with a single dedicated point of contact empowered to underwrite your loan and manage your transaction from application through closing.
- We’ll help you connect with a Wealth Management relationship manager for unique financing products that may complement your wealth-building strategy.
- You’ll have access to a comprehensive banking and financial services network.
- We’ll provide you with a dedicated post-closing customer service line.
You’ll work with an experienced private mortgage banker who will help you find a home financing package that meets your needs. Your private mortgage banker is empowered to underwrite the loan and manage the transaction from application through closing.
Even complex arrangements are made simple with flexible options to purchase or refinance:
- Unique mortgage products and pricing discounts for Wealth Management clients.
- Home financing up to $6 million with higher loan amounts available.
- Cash-out refinance up to $3 million.
- If you are building a home, receive protection if the overall interest rate market goes up during the construction process.
- Financing for self-employed borrowers and those with unique income situations.
- Loan products for primary or secondary residences and investment or vacation properties.
Wealth Management brings together an integrated team of specialists to help you build, manage, preserve and transition your wealth. This team provides a suite of options designed to address your unique situation and help you meet your personal financial goals.
- Investments. Using a comprehensive and consultative approach, these professionals deliver a wide range of investment options to help you reach your short-term, long-term and retirement goals.1
- Private Banking. Wealth Management private bankers provide options and personal attention to complement our premier deposit and credit products.
- Trust. These services support asset transfers to heirs or philanthropic beneficiaries, as well as tax-minimization plans.
- Insurance. Our team can help you select insurance options to match your overall wealth strategy.
For your mortgage needs:
Personalized approach to manage your wealth – The Private Bank
If you are a servicemember on active duty, prior to seeking a refinance of your existing mortgage loan, please consult with your legal advisor regarding the loss of any benefits you are entitled to under the Servicemembers Civil Relief Act or applicable state law.
1 Investment products and services are primarily provided through Wells Fargo Bank, N.A. Client-directed brokerage products offered through Wells Fargo Investments, LLC and Wells Fargo Advisor, LLC, non-bank affiliates of Wells Fargo & Company.
Investment and Insurance Products:
- Are Not insured by the FDIC or any other federal government agency
- Are Not deposits of or guaranteed by a Bank or any Bank Affiliate
- May Lose Value