Cadaret, Grant & Co, a subsidiary of Atria Wealth Solutions, is launching a jumbo mortgage loan and lending solution program for advisors and their clients through a strategic partnership with BNY Mellon.
These advanced lending capabilities will provide Cadaret, Grant advisors with the ability to structure personalised lending solutions to meet the ongoing needs of their high net worth clients and become a key component in delivering comprehensive financial solutions.
“This most recent addition to the Cadaret, Grant product platform signifies our aggressive advances in supporting advisors with solutions they need to best serve their clients,” says Doug Ketterer, CEO and President of Cadaret, Grant, and CEO and Co-founder of Atria Wealth Solutions. “Our mission is to partner with financial advisors to determine how we can best support them in their practices, and deliver the needed capabilities as quickly and efficiently as possible. A suite of lending capabilities is just one example.”
Cadaret, Grant’s growing advisor base will now have the ability to offer jumbo mortgage and lending solutions to meet the specific needs of their high net worth clients. These solutions provide flexible access to funds for financial opportunities, unexpected life events or strategic financial positioning.
“We are proud to have partnered with BNY Mellon, the nation’s oldest, and one of the most respected, private banks, to help our advisors expand the breadth and depth of their client relationships,” says John Picone, Atria’s Head of Investment Solutions. “It’s another step in our continued strategy to reinforce Cadaret, Grant’s unparalleled commitment to providing advisors with high quality differentiated solutions.”
