Bernstein Private Wealth — Client Lending

Tailored Lending Solutions for Client Growth

Empowering financial advisors to offer the full spectrum of lending—residential, commercial, specialty, and beyond—backed by 1,450+ lenders and decades of expertise.

Submit a Loan Inquiry Visit Our Website ↗

Start Your Loan Request

Submit a Loan Inquiry

Complete the short form below and a Client Lending specialist will reach out within one business day to discuss your options.

Begin Your Loan Request

Answer a few initial questions about your client's lending need and our Capital Solutions specialist will review and reach out to you to schedule time to review the request and discuss next steps.

All loan types covered
No obligation to proceed
Response within 1 business day

01Loan Type

02Loan Details

03Your Info

04Review & Submit

What type of loan are you looking for?

Select the category that best fits your client's financing need.

Residential Mortgage

HELOC

Commercial Lending

Specialty Financing

Growth Capital

Not Sure / Other

Step 1 of 4

Tell us about the loan

Provide key details so we can match you with the right lender.

Estimated Loan Amount

Loan Purpose

State / Location

Desired Timeline

Additional Notes (optional)

Step 2 of 4

Your contact information

Let us know who to reach out to with loan options and next steps.

First Name *

Last Name *

Email Address *

Phone Number

Your Role

Firm / Organization

Step 3 of 4

Review & Submit

Please confirm your information before submitting. A lending specialist will follow up within one business day.

By submitting this form, you agree to be contacted by a Bernstein Private Wealth lending specialist. Your information is kept confidential and will not be shared with third parties without your consent.

I consent to being contacted about lending options

Step 4 of 4

✅

Your Inquiry Has Been Submitted!

Thank you for reaching out. A Client Lending specialist from Bernstein's will contact you within one business day to discuss your options.

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Schedule a Consultation

Book a 30-minute call with a lending specialist

Meet with a Bernstein lending expert to discuss your client's financing needs, explore loan options, and get personalized guidance—at a time that works for you.

30-Minute Strategy Call Discuss loan options and next steps with a specialist

No Obligation Free consultation — no commitment required

Expert Advisors Specialists with wealth management lending experience

BOOK A TIME →

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Questions? Call us at 1-800-555-5555

About Client Lending

A Comprehensive Lending Platform Built for Advisors

Bernstein's Client Lending solution gives financial advisors a single, streamlined platform to access the full spectrum of lending products for their clients. Whether your client needs a home mortgage, a business line of credit, or specialty financing for a unique opportunity, we connect you with the right lender—fast.

Our network of 1,450+ vetted lenders spans all 50 states and covers every major loan category, from conventional residential mortgages to complex commercial real estate and specialty financing structures. We handle the complexity so you can focus on delivering exceptional client outcomes.

Client Lending integrates seamlessly into your practice workflow, with dedicated support from loan specialists who understand the nuances of the wealth management space.

Submit a Loan Inquiry Learn More ↗

Resource Download

Client Lending Solutions Overview

Download our one-page flyer for a comprehensive overview of the Client Lending platform—ideal for sharing with clients or colleagues.

Download Overview Flyer

Get in Touch

1-800-555-5555

capitalsolutions@bernstein.com

bernstein.com

Schedule a Consultation

Our Lending Solutions

Explore the Full Suite of Loan Products

Residential Mortgages

Home purchase and refinance solutions with high-touch support. Conventional, jumbo, and specialized home-loan programs.

Explore Residential →

HELOCs

Flexible access to home equity. Give clients quick liquidity for renovations, big purchases, or debt consolidation.

Explore HELOCs →

Commercial Lending

Business financing for every need. C&I loans, CRE, equipment financing, and SBA solutions for growth and expansion.

Explore Commercial →

Specialty Financing

Franchise loans, medical practice, private stock loans, insurance premium finance, aircraft and marine financing.

Explore Specialty →

Growth Capital

Strategic financing to grow your practice. Succession planning, book acquisitions, and partnership buy-ins.

Explore Growth Capital →

Not sure which loan type fits?

Our specialists will help you identify the best lending solution for your client's unique situation.

Talk to a Specialist

Education & Resources

Learn About Your Lending Options

PDF Flyer

Client Lending Solutions Overview

A concise one-pager covering all available loan types, lender network, and how to get started with Client Lending.

Download Flyer

Guide

Advisor's Guide to Client Lending

Everything advisors need to know about presenting lending solutions to clients and navigating the loan process.

Download Guide

Webinar

Lending Solutions for Advisors – Recorded Webinar

Watch our recorded webinar for a full walkthrough of the Client Lending platform and Q&A with our specialists.

"Client Lending by Bernstein's gives our advisors a competitive edge—enabling them to provide clients with sophisticated lending solutions that deepen relationships and expand the value we deliver."

— Partner Firm, Financial Advisory Network

Ready to Explore Lending Solutions?

Submit a loan inquiry today and a Client Lending specialist will reach out within one business day to discuss your client's options.

Submit a Loan Inquiry Visit Our Main Website ↗

Explore All Lending Solutions

Residential Mortgages Explore → HELOCs Explore → Commercial Lending Explore → Specialty Financing Explore → Growth Capital Explore →