Financing for the exceptional.
Sophisticated mortgage solutions for high-net-worth individuals, executives, and affluent homeowners in the Lowcountry. When standard loans aren't enough, we deliver custom financing.
Private wealth mortgage solutions
When your financial situation exceeds conventional loan limits, you need a lender who understands high-complexity financing.
Jumbo Loans
Up to $5M+Financing beyond conforming limits for luxury properties. Loans from $1M to $5M+ with competitive rates and flexible terms.
Portfolio Lending
Flexible UnderwritingNon-agency loans tailored to your specific situation. Asset-based underwriting, foreign national financing, and complex income structures.
Investment Property Loans
DSCR AvailableFinancing for rental properties, vacation homes, and multi-family investments in the Lowcountry market.
Executive & Physician Packages
Income DiversitySpecialized programs for high-income professionals. Stock options, bonus income, and complex compensation structures welcomed.
Qualifying for private wealth mortgages
- Credit score typically 720+ (we'll review exceptions)
- Significant assets or income documentation
- Low debt-to-income ratio preferred
- Investment properties may qualify via DSCR
- Foreign national and entity structures welcome
Ready to discuss your financing needs?
Let's talk about your specific situation. I'll help you find the right structure for your goals.
Free: Lowcountry Physician Relocation Guide
Everything you need to know about relocating to the Lowcountry as a physician.
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