PCMA Private Client

HONORING ACCOMPLISHMENTS

Our Vision is steeped in the storyline of our high net worth clientele. We imagine their priorities in life. We honor their accomplishments, and we celebrate their daring endeavors. Our vision for our brand is how we will become a trusted and integral part of their financial team 10 or even 20 years from now. The lifetime value of our brand is directly correlated to the connections our clients have to our story and promise.

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SAVVY CLIENTS

PCMA Private Client caters exclusively to high-capacity estates that are made up of High-Income Professionals, Athletes, Entertainers. Most of our client’s occupational profiles are Business Owners, Investors and Asset Rich Retirees.

We believe in the paradigm shifters and invest in their potential.

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REAL ESTATE INVESTMENT FINANCING

Building the wealth effect one rentable door at a time. Real estate has been one of the best ways to accumulate wealth and leverage is one of the greatest advantages used by real estate investors. PCMA supports this risk-taking spirit by providing liquidity and credit options based on a simple, innovative business purpose and the quality of residential asset(s).

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ASCENSION

The Ascension Method drives our firm and team members to reach our greatest potential in our physical, financial, emotional and spiritual selves. All for what? We have a higher purpose. We believe the best of class can only be delivered by those who seek the best version of themselves and the discipline to reach for greater heights rarely experienced. Becoming better humans. We invite you to experience our higher orbit. Ascension – All Rise.

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THE PRIVATE CLIENT EXPERIENCE

PCMA is an idea of being more than what is expected. A collective of companies obsessed with creating experiences to captivate our clients and to elevate intention. We dream, we build, and we execute on ideas that inspire our clients and grow the mystique and prestige of our brand.

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STRATEGIC PARTNERSHIPS

Private client lending is synergistic and complimentary to the needs of the professional services community. This includes everyone from luxury real estate agents, small to mid-market wealth managers and financial advisors, and estate and trust attorneys.

As the leader in the needs and complexities of sophisticated estates, we help our professional service partners protect their client books and grow their areas of practice.

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COMPLEX NEEDS

The number of high net worth households is growing and so are the complexity of their needs. Consider private client lending as part of your comprehensive approach to wealth management.

With lending solutions from PCMA Private Client Lending, you can go beyond helping clients protect and grow their wealth and start putting it to work.

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OUR FOUNDER

When our founder first conceived of PCMA as a prestige financial services brand, he said that we must not only right the wrongs of over regulation, but we must build a firm that rebuilds trust in the system and celebrates our clients with an elevated level of services that match their accomplishments.

We recognize that in order to be relevant, we must build vitality into everything we do. We know it’s not about customer loyalty any longer, it’s about PCMA’s loyalty to our customers

- John R. Lynch Founder and CEO

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LIMITS ARE MEANT TO BE PUSHED AND BOUNDARIES REDRAWN

In celebration of those who shape the world around us, PCMA Creative Studios presents a film series of introspective stories highlighting memorable moments and of distinguished achievement. For these are the prized hallmarks that define a life well lived.

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ANSWERING THE NEEDS OF PRIVATE CLIENTS

As a wealth manager, you’re well aware that the number of high net worth individuals is on the rise in the United States. And you also know the needs and demands of your clients are ever more complex, especially in the wake of the pandemic. Chief among those needs may be private client lending.

The rise in luxury real estate purchases has been nothing short of extraordinary. The resilience in real estate markets and the surge in the high-end segment is fueling increasing demand for alternative asset based lending at a time when traditional options have never been more restrictive.

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MEETING THE UNIQUE NEEDS OF PRIVATE CLIENTS

In today's homogenized world it is difficult for the high net worth to garner advice that meets their needs and at a level they can trust. You need advice that is tailored for you and solutions that are assembled to your unique needs.

That’s why PCMA believes the relationship between your advisor is an important aspect of successful wealth creation and homeownership.

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INVESTING IN PARADIGM SHIFTERS

PCMA Private Client caters exclusively to high-capacity estates that are made up of High-Income Professionals, Athletes, Entertainers. Most of our client’s occupational profiles are Business Owners, Investors and Asset Rich Retirees.

ZENITH supports this investment strategy by providing liquidity based on a simple, yet innovative business purpose and the quality of residential asset(s).

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