Who Should Work With Us

We cater to the mass affluent & sophisticated households.

We know we can’t be all things to all homeowners. And we’re OK with that.

PCMA has a distinct set of guiding principles and homeownership philosophy. For years, we’ve believed in the same basic strategy of conservative leverage with sound mortgage management will yield superior results that have proved themselves over time. Our mortgage advisors are not just interested in helping you today, but they will talk with you regularly to make sure we’re best able to meet your immediate and long-term financing needs. If you want to shop rates and mortgages online, there are plenty of firms and websites that can help you do that. For us, it’s about getting to know you and what you want to achieve. Then we’ll work together to build a strategy to help you get you there. This is our approach, and we’re sticking with it. Most of our clients share some common preferences. See if any of these sound like you.

– You have long-term goals and are willing to follow a disciplined strategy to get there.

– You want to work with a mortgage advisor who works with sophisticated homeowners.

– You want to have a custom tailored mortgage strategy, not just push a “BUY” button.

– You value the relationship that can be developed with your mortgage advisor.

Again, if you’re comfortable financing your single largest asset in a different way or like a do-it-yourself approach, that’s OK. We may not be the firm for you. But if you’d like to know more, here’s what to expect from PCMA.