Strategic Lending Support for Financial Advisors

Protect client wealth. Preserve trusted relationships. Strengthen long-term financial outcomes.

Partner With Leveridge

Why Real Estate Decisions Matter

Real estate is often one of the largest financial decisions your clients will ever make.

Without the right lending strategy

Clients may unnecessarily liquidate investments
Carefully constructed financial plans can be disrupted
Tax efficiency and long-term wealth goals can be compromised

When lending isn't aligned with planning, opportunity is lost — and trust can erode.

At Leveridge, we believe real estate decisions should strengthen a client’s financial plan, not threaten it.
And we help advisors like you make that happen.

How We Support Advisors

At Leveridge, we act as an extension of your planning process — helping you integrate smarter lending strategies without adding extra work, risk, or compliance headaches.

We align lending solutions with your client’s broader financial plan — ensuring real estate decisions support long-term outcomes, not disrupt them.
We provide detailed, planning-first lending analyses you can deliver under your brand — strengthening your value without creating extra complexity.
We operate quietly behind the scenes, communicating with you and your client based on your preference — while you remain the primary relationship manager at every step.
Our process is built around RESPA, SEC, and CFP Board standards — offering support without creating conflicts, commission pressure, or compliance risk.
We don’t offer investment products, insurance, or unrelated financial services. Your client stays your client — permanently.

Why Advisors Choose Leveridge

Advisors choose Leveridge because we help them protect the relationships — and the client outcomes — they work so hard to build.

Deliver Full-Balance-Sheet Advice

Integrate lending seamlessly into comprehensive financial planning.

Protect Long-Term Planning Outcomes

Avoid unnecessary portfolio disruptions and tax inefficiencies through smarter lending.

Stay the Trusted First Call

Remain the go-to advisor for every major client decision — including real estate.

Expand Client Loyalty Without Complexity

Strengthen trust and value without adding new systems, new compliance burdens or added sales pressure.

Our Commitment to Advisors

At Leveridge, everything we do is designed to protect — not disrupt — the client relationships you’ve worked so hard to build.

Your Client Stays Your Client

We work behind the scenes — no cross-selling, no upselling, no competing products.

Your Planning Process Stays Central

Our lending strategies align with your broader financial goals, never disrupt them.

Your Compliance Standards Are Respected

Our model follows SEC, RESPA, and CFP Board guidelines to protect your practice.

We support your brand with the same professionalism and care your clients already trust.

Your Reputation Is Protected

Trusted by Advisors From Leading Institutions

Advisor Testimonials

"Partnering up with Rick has simplified my client's life. He is quick with his responses and I never have to worry about anything."

Philip Kuon, Relationship Manager
"Rick's knowledge of taxes and mortgage makes it easy on a client with complex financial statements."

Nick Mosaquites, SVP, Sr. Private Wealth Advisor
"Been an extremely valuable resource to me and my clients in helping them to achieve their long-term goals."

Andrew Mancuso, Wealth Advisor
"The level of professionalism that Rick has mirrors that of a financial advisor."

Andre R Ramirez, Wealth Management Advisor
"Rick is a man of integrity and tremendous business insight."

David Mora, Business Banking Regional Manager
"Closing on loans and programs a traditional bank can not provide."

Dan Nyguen, Private Wealth Advisor