Montage Private Wealth provides comprehensive support for your mortgage and real estate needs through a trusted network of dedicated professionals. Whether you’re purchasing a new home, refinancing, or navigating more complex real estate transactions, our team is equipped to guide you every step of the way.
Montage Private Wealth partners closely with seasoned real estate professionals to support every aspect of the home buying and investment process. By integrating mortgage expertise with experienced real estate guidance, we can assist with a seamless, informed, and confident experience from start to finish.
Loan Programs & Financing Solutions
- Conventional Loans
Ideal for primary residences, second homes, and investment properties with competitive rates and flexible terms. - FHA Loans
Government‑backed financing designed to support buyers with lower down payments and more flexible credit requirements. - VA Loans
Exclusive benefits for eligible veterans and active‑duty service members, including zero‑down options and no mortgage insurance. -
Jumbo Loans
Financing for higher‑value homes that exceed conventional loan limits, with tailored options for complex financial profiles. - DSCR Loans (Debt Service Coverage Ratio)
Investor‑focused programs that qualify based on property cash flow rather than personal income. - Bank Statement Loans
Designed for self‑employed borrowers using business or personal bank statements to verify income. - Non‑QM Loans
Flexible alternatives for borrowers who fall outside traditional lending guidelines, including unique income or credit situations. - Hard Money Loans
Fast, asset‑based financing for fix‑and‑flip projects, bridge scenarios, and time‑sensitive opportunities. - Commercial Loans
Solutions for multi‑family, mixed‑use, retail, office, and other commercial real estate investments. - Reverse Mortgages Available to homeowners 62 and older who want to access a portion of their home’s equity without taking on a monthly mortgage payment.
- Small Business Loans Financing options designed to support business growth, equipment purchases, working capital needs, and expansion opportunities.
* Mortgage & Real Estate products are not offered through Dynamic Wealth Advisors. These are considered an outside business activity and is separate and apart from advisory services offered through Dynamic.