The company, which caters exclusively to wealthy borrowers, said that the program aims to help these professionals “extend the value of their services, protect assets under management, elevate the expertise of their practice, and further align with the complex needs of their accomplished clientele.”

“Leverage is a major part of the estate and financial planning for high-capacity estates,” said John Lynch, CEO and founder of PCMA. “We understand this symbiotic relationship very well, and we further understand the difficulty of finding a referral partner that not only can be trusted but capable of understanding the complexities and nuances of our partners high net worth clientele.

“The needs of the most accomplished amongst us cannot be satisfied by generalist banking and mortgage service operations.”