Why We Serve
At Secured Capital Resources, we understand the weight of responsibility carried by licensed professionals. Whether you are a Realtor, CPA, attorney, or financial advisor, you are trusted to guide your clients through complex and often high-stakes decisions. That trust requires both professional integrity and practical solutions.
As a Texas CPA, our Founder Joe Wargo knows firsthand the challenges of serving clients in today’s environment of compliance and litigation risk. He also knows the reward of doing it right: clients who achieve their goals, professionals who strengthen their reputation, and relationships built on lasting trust.
That’s why we partner with professionals like you. Realtors look to us to help clients unlock deals through seller financing. CPAs turn to us for clear note valuations that fit into broader tax strategies. Attorneys rely on our understanding of compliance and risk management. Financial advisors see us as an ally in creating stable, income-producing client portfolios.
With Secured Capital Resources, you have a fellow professional at your side—someone who speaks your language, honors your standards, and works tirelessly to help you and your clients succeed.
Where We Serve
TEXAS
While we can broker private mortgage notes in other states we choose to focus on Texas because commitment and excellence begin at home.
Who We Are
At Secured Capital Resources, we specialize in helping licensed professionals—including Realtors, CPAs, Family Attorneys, Bankruptcy Attorneys, Investment Advisors, and Mortgage Brokers —deliver mortgage note and seller-financing solutions that improve client outcomes.
Whether your clients are holding a promissory note, facing challenges with a mortgage loan or land contract, or navigating real estate transactions with high closing costs, we provide access to private mortgage note buyers, seller-financed note strategies, and asset-backed opportunities. These tools allow you to address client needs around monthly payments, lump-sum cash-outs, and types of seller-financing agreements—all while protecting their interests and strengthening your professional services.
Disclaimer - While is operated by Joe Wargo who is registered with the Texas State Board of Public Accountancy – Secured Capital Resources is not an accounting firm.
Our Clients
We believe every client is a valuable, long-term partner.
The Perfect Customer Experience
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Who We Serve—Licensed Professionals
Partnering with You
Our Role
Our role is simple: to equip you with resources and note strategies that improve client outcomes, strengthen relationships, and expand your professional toolkit—whether that involves a mortgage note buyer, seller-financing deal, or exit strategy for buyers and sellers.
Our Commitment
At Secured Capital Resources, we believe financial roadblocks shouldn’t mean dead ends. Our commitment is to partner with licensed professionals who serve as trusted advisors so that together, we can deliver clarity, stability, and opportunity to your clients—whether they’re considering monthly payments, a lump-sum payout, or alternative seller-financing agreements.
Your Clients Deserve Options - You Deserve Support
Financial challenges require creative strategies. With Secured Capital Resources, you gain a trusted partner who helps you empower clients, protect relationships, and unlock financial opportunities through mortgage note solutions, seller-financing strategies, and real estate transaction support.
Explore Our Solutions
Solutions for Your Clients & Partnership Opportunities
Protect & Strengthen Client Relationships
Deliver solutions beyond your core service, building loyalty and trust.
Confidential Approach
We safeguard your clients’ privacy and work discreetly alongside your practice.
Collaborative Process
We’re not here to replace your services—we’re here to strengthen them, whether you’re a CPA, Realtor, Attorney or Financial Advisor.
Expert Guidance
Experienced mortgage note professionals can advise you on seller-financing and other real estate transactions involving notes to maximize the value of mortgage notes and seller-financing arrangements.
Proven Solutions
We have access to opportunities that traditional institutions can’t or are unwilling to provide.
Pre-Vetted Resources
Our buyers and capital resources are pre-vetted and secured.
Specialized Expertise
Our network of finance professionals hold decades of experience in distressed assets, private mortgage notes, seller-financing agreements and a long list of creative solutions.