Lines of Credit

As a Wealth Management client, you may consider using lines of credit when a significant portion of your net worth is tied up in an investment portfolio or your home, yet there’s a need to draw on that portion of wealth in order to fund a new opportunity that’s presented itself in your personal or professional life.  We offer both investment lines of credit and home equity lines of credit for our Wealth Management clients.

There are several practical uses for a line of credit.

Purchasing Property

You can use a line of credit to add to your real estate holdings – for example, buying that second home you've always wanted, bringing cash to the closing table in a competitive market, or financing a remodeling project. With competitive interest rates, your line of credit lets you add to your real estate portfolio without liquidating assets.

New Business Opportunities

Own a business? Our lines of credit help open up funds to pursue new business opportunities and build your current company. You can also use a credit line to start a new business from the ground up.

Other Uses for Investment Lines of Credit

Other common uses include consolidating debt for easier personal financial management; funding education for a friend or loved one; or pursuing the philanthropic cause of your choice.


You may be eligible for an investment line of credit or home equity line of credit right now. Depending on the size and type of your credit line, you could get approved in as little as one or two business days.

To see if you qualify, contact a Private Client Advisor today. You'll get an objective evaluation of your current situation – and recommendations on the credit line that’s best for you.1

Don’t have a Private Client Advisor yet? There’s no better time to become a Wealth Management customer. To learn more, contact a Private Client Advisor today or let us contact you using the information on the right side of this page.

1Line of credit subject to application, credit qualification and income verification.

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