CREDIT AND LENDING

While many clients have significant assets, they sometimes require liquidity solutions for a variety of reasons. Whether it is a concentrated stock situation, real estate or adverse tax issue, liability management is an integral part of the Wealth Management process. The evaluation of new or existing credit-lines and why we would consider them is an important step in managing both sides of the balance sheet. In this process, it is important that we are acting on your behalf to help you find the most suitable lending option with the best provider(s we have at our disposal.

The services we provide through our strategic partners are:

Please contact your representative at Stoever Glass or Roland Stoever at (212) 952-1910 or (800) 223-3881 with questions or concerns.

Stoever Glass Wealth Management Client (Schwab Alliance)

Schwab is a registered broker-dealer, and is not affiliated with Stoever Glass Wealth Management or any advisor(s) whose name(s) appear(s) on this website. Stoever Glass Wealth Management is/are independently owned and operated. Schwab neither endorses nor recommends [{Stoever Glass Wealth Management}, unless you have been referred to us through the Schwab Advisor Network®. (This bracketed language is for use by Schwab Advisor Network members only.)] Regardless of any referral or recommendation, Schwab does not endorse or recommend the investment strategy of any advisor. Schwab has agreements with Stoever Glass Wealth Management under which Schwab provides Stoever Glass Wealth Management with services related to your account. Schwab does not review the Stoever Glass Wealth Management website(s), and makes no representation regarding information contained in the Stoever Glass Wealth Management website, which should not be considered to be either a recommendation by Schwab or a solicitation of any offer to purchase or sell any securities.