Consulting Services from Mark Davis
Wealth Credit
Welcome
Using a comprehensive background in all phases of credit, I work with both individuals and lenders to insure that risks are properly identified and quantified, as well as matching the right credit structure to the need. With a banking career spanning 45 years, I have been involved in production, underwriting, negotiating, approving, documenting, closing, and building relationships in all phases of commercial, corporate, personal, and wealth credit with a focus on customized credit solutions.Mark H. Davis, CFP
My Approach
The borrowing needs of high net worth individuals MUST be fully understood to insure that the most appropriate type of loan is used. The undertaking of this approach means that the 'traditional' credit analyses are adapted to each unique situation with a focus on strategic borrowing in the most tax-advantaged way. To be able to truly measure and recommend the proper risk and structure, a detailed understanding and calculation of a global cash flow - which takes into account all direct, contingent, and potential cash needs - must be ascertained. Looking at both the present and future impacts (including those of 'phantom' income), this study is essential.What I do
Listen, Learn, and Understand
Complete a thorough analysis of
all direct and indirect debt, global
cash flow, and assist in helping
identify your Future needs.
Independent And Unbiased
Lender Recommendations
Work with you to ensure you have
the best loan available.
Risk Management
Combining analysis with an
understanding of risks, policies,
pjractices, and documentation. I
provide you with the opportunity
to set yourself apart while
mitigating risk.
Consulting Services from Mark Davis
Wealth Credit
Welcome
Using a comprehensive background in all phases of credit, I work with both individuals and lenders to insure that risks are properly identified and quantified, as well as matching the right credit structure to the need. With a banking career spanning 45 years, I have been involved in production, underwriting, negotiating, approving, documenting, closing, and building relationships in all phases of commercial, corporate, personal, and wealth credit with a focus on customized credit solutions.Mark H. Davis, CFP
My Approach
The borrowing needs of high net worth individuals MUST be fully understood to insure that the most appropriate type of loan is used. The undertaking of this approach means that the 'traditional' credit analyses are adapted to each unique situation with a focus on strategic borrowing in the most tax-advantaged way. To be able to truly measure and recommend the proper risk and structure, a detailed understanding and calculation of a global cash flow - which takes into account all direct, contingent, and potential cash needs - must be ascertained. Looking at both the present and future impacts (including those of 'phantom' income), this study is essential.What I do
Listen, Learn, and Understand
Complete a thorough analysis of all direct and
indirect debt, global cash flow, and assist in helping
identify your Future needs.
Independent And Unbiased Lender
Recommendations
Work with you to ensure you have the best loan
available.
Risk Management
Combining analysis with an understanding of risks,
policies, pjractices, and documentation. I provide you
with the opportunity to set yourself apart while
mitigating risk.
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