Flexible, Tailored Solutions for Your Unique Financial Needs
At The Katz Wealth Management Group we understand that managing your wealth involves more than just investments. Whether you’re seeking liquidity, financing for a major purchase, or leveraging your assets strategically, our lending and banking services provide flexibility and customization to support your financial goals. Through our relationship with Wells Fargo N.A., we offer comprehensive banking solutions designed exclusively for our wealth management clients.
As part of the Wells Fargo Advisors Financial Network advisor platform, we can deliver personalized, boutique-level service while providing access to the full suite of Wells Fargo N.A.’s premier banking capabilities. This relationship ensures:
Unmatched Resources: Access to one of the largest financial institutions in the world, including industry-leading lending, banking, and risk management expertise.
Independence with Institutional Strength: While we operate independently, our clients benefit from the security and stability of Wells Fargo’s infrastructure.
Streamlined Integration: A cohesive approach that aligns your banking and lending needs with your broader wealth management strategy.
As part of the Wells Fargo Advisors Financial Network advisor platform, we can deliver personalized, boutique-level service while providing access to the full suite of Wells Fargo N.A.’s premier banking capabilities. This relationship ensures:
Unmatched Resources: Access to one of the largest financial institutions in the world, including industry-leading lending, banking, and risk management expertise.
Independence with Institutional Strength: While we operate independently, our clients benefit from the security and stability of Wells Fargo’s infrastructure.
Streamlined Integration: A cohesive approach that aligns your banking and lending needs with your broader wealth management strategy.
Securities-Based Lending (SBL):
Access Liquidity Without Selling Assets: Use your investment portfolio as collateral for a revolving line of credit.
Maintain Investment Growth: Borrow against your assets while staying fully invested in the market.
Flexible Terms: Competitive interest rates and no fixed repayment schedule, giving you the freedom to manage cash flow.
Maintain Investment Growth: Borrow against your assets while staying fully invested in the market.
Flexible Terms: Competitive interest rates and no fixed repayment schedule, giving you the freedom to manage cash flow.
Custom Credit Structures:
Tailored Financing: Create lending solutions for unique needs such as real estate acquisitions, tax obligations, or business ventures.
Collateral Options: Leverage real estate, marketable securities, or other assets to secure favorable terms.
Comprehensive Support: Work with a dedicated team to design creative solutions that align with your broader financial plan.
Collateral Options: Leverage real estate, marketable securities, or other assets to secure favorable terms.
Comprehensive Support: Work with a dedicated team to design creative solutions that align with your broader financial plan.
Mortgages and Home Financing
Luxury Home and Vacation Properties: Specialized mortgage options for high-value homes or secondary residences.
Streamlined Process: Enjoy a seamless application process with our team of dedicated mortgage specialists.
Competitive Rates: Benefit from exclusive rates and terms available to our wealth management clients.
Streamlined Process: Enjoy a seamless application process with our team of dedicated mortgage specialists.
Competitive Rates: Benefit from exclusive rates and terms available to our wealth management clients.
Margin Lending
Flexible Portfolio Leverage: Borrow against your investments to seize market opportunities or fund short-term liquidity needs.
Real-Time Access: Utilize your margin account to quickly access capital while maintaining your investment positions.
Dynamic Risk Management: Work with our advisors to manage margin risks effectively.
Real-Time Access: Utilize your margin account to quickly access capital while maintaining your investment positions.
Dynamic Risk Management: Work with our advisors to manage margin risks effectively.
Cash Management Solutions
Sweep Programs automatically move excess cash into higher-yield investment vehicles. Bill Pay Services: Streamlined options for managing recurring expenses.
Comprehensive Banking Offerings:
Checking and savings accounts designed to support your cash flow needs and online and mobile banking for easy access to your accounts, transfers, and bill payments
Wealth Management Banking Services
Through our partnership with Wells Fargo N.A., we provide banking solutions that integrate seamlessly with your wealth management plan:
Disclosure
Bank products and services are available through Wells Fargo Bank, N.A.
Lending and other banking services available through Wells Fago Advisors (NMLS UI 2234) are offered by banking and non-=banking subsidiaries of Wells Fargo & Company, including but limited to Wells Fargo Bank, N.A. (NMLSSR ID 399801) 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.
The Katz Wealth Management Group is not an FDIC insured depository institution; FDIC deposit insurance only protects against the failure of an insured depository institution. Banking products and services provided by Wells Fargo Bank, N.A. Member FDIC
Lending and other banking services available through Wells Fago Advisors (NMLS UI 2234) are offered by banking and non-=banking subsidiaries of Wells Fargo & Company, including but limited to Wells Fargo Bank, N.A. (NMLSSR ID 399801) 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.
The Katz Wealth Management Group is not an FDIC insured depository institution; FDIC deposit insurance only protects against the failure of an insured depository institution. Banking products and services provided by Wells Fargo Bank, N.A. Member FDIC
Whether you’re seeking liquidity, managing cash flow, or funding a dream project, our lending and banking solutions offer tools and flexibility to make it happen. With the strength of Wells Fargo N.A. and our independent wealth management expertise, you’ll receive a customized strategy designed to work for you.