Consulting Services from Mark Davis
Wealth Credit
About

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
About

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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