Lending - access through our affiliates

Serving as your financial quarterback

As a high-net-worth investor or business owner, your financing needs may often be complex. Based on your unique situation, we evaluate your borrowing needs and may recommend using strategic lending to help diversity and complement your overall wealth management plan.  With access to the resources you need, we help you take advantage of the flexibility and opportunities lending can provide.1  

Working with our highly specialized and experienced team, our mission is to advocate for you–across the Firm–coordinating the right combination of resources so you can find the best solution to meet your needs. Through our affiliates, you’ll have access to residential mortgages, home equity lines of credit, business financing, and credit cards through Wells Fargo affiliates.

Our team’s skills and experience drives us to strategically interface with your other professional advisors including your attorney, accountant, and estate planner. We also collaborate with our own teammates and specialists within Wells Fargo Advisors and Wells Fargo Bank, N.A. to access the deep resources you need to achieve your financial goals. This financial quarterbacking helps deliver the highest level of advice and service so that you and your family can make the most informed investment decisions.

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1 Lending and other banking services available through Wells Fargo Advisors (NMLS UI 2234) are offered by banking and non-banking subsidiaries of Wells Fargo & Company, including, but not limited to Wells Fargo Bank, N.A. (NMLSR ID 399801), Member FDIC, and Wells Fargo Home Mortgage, a division of Wells Fargo Bank, N.A. Certain restrictions apply. Programs, rates, terms, and conditions are subject to change without advance notice. Products are not available in all states. Wells Fargo Advisors is licensed by the Department of Business Oversight under the California Residential Mortgage Lending Act and the Arizona Department of Financial Institutions (NMLS ID 0906158). Wells Fargo Clearing Services, LLC, holds a residential mortgage broker license in Georgia and is licensed as a residential mortgage broker (license number MB2234) in Massachusetts.