Services
Our lending solutions for non-retirement accounts can allow clients to access liquidity without selling off assets or disrupting their investment strategies.
Lending Solutions
We offer a lineup of competitive solutions to help manage liquidity, enhance investment power, and help avoid the typical capital gains tax burden when selling appreciated positions to raise cash.
*Lines of Credit offered through Goldman Sachs Private Banking, US Bank Private Lending and TriState Capital Bank
Line of Credit
Line of Credit Rates
Standard line of credit rates are subject to change. Secured Overnight Financing Rate (SOFR) is a floating rate. Please inquire with your WWM Investment Advisor.
| Loan Amount | Non-Purpose Lending Grid: Current Prime Rate Plus |
|---|---|
| $1- $24,999.99 | Prime Rate Plus 2.5% |
| $25,000 – $49,999.99 | Prime Rate Plus 2.25% |
| $50,000 – $99,999.99 | Prime Rate Plus 2.0% |
| $100,000 – $249,999.99 | Prime Rate Plus 1.75% |
| $250,000 – $499,999.99 | Prime Rate Plus 1.0% |
| $500,000 – $999,999.99 | Prime Rate Plus 0.50% |
| $1,000,000 – $4,999,999.99 | Prime Rate |
| $5,000.000+ | Prime Rate Minus 0.50% |
*Lines of Credit offered through Goldman Sachs Private Banking, US Bank Private Lending, TriState Capital BankMo, and Nationwide Private Lending.
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