Private Banking

As your wealth increases, you may want to re-think how you manage cash and leverage credit as part of your overall portfolio. At WPG, we work with you to understand your needs and customize private banking solutions to help you achieve your goals.

Our private banking strategies allow you to conserve your wealth, retain your resources, and create an infinite banking source.

  • Borrow money as needed without formal financial underwriting or closing costs, with minimal finance charges
  • Allow access to capital without liquidating your portfolio, interrupting your investment strategy, or creating a taxable event
  • Pay yourself the principal and interest you would normally pay a bank

Contact us to learn more about how WPG can tailor private banking options to help you achieve your goals.