Turnkey wealth management programs. 

Wealth Management 
​

Comprehensive financial planning and investment management for members from a team of dedicated financial advisors.

Digital Wealth 

​

Investment advisory program combining robo-advisory technology with live advisor advice
​& support.

Select Employee Group+ 

Retirement plans, health savings accounts, and personal financial advice designed to enhance your SEG offering.

Cryptocurrency

​

Managed cryptocurrency investments for credit union members.

Member Directed Investments

Members can invest in stocks, bonds, ETFs, mutual funds, gold, & cryptocurrencies from their desktop or mobile device.​

Your member first wealth
​management partner

Credit Union Wealth Group, part of Polaris Financial, is committed to serving as a dedicated wealth management partner to credit unions and their members.

We offer a suite of programs and services to help credit unions compete in the wealth management space. Our mission is to provide members with personalized advice and investment management to help them plan and achieve their financial goals. Contact us to start the conversation.

Contact Us

And see how we can help you

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Contact
(888) 212-9940
​​support@cuwgroup.com
Investment services provided by Polaris Financial, LLC doing business as Credit Union Wealth Group. Polaris Financial, LLC is a registered investment advisor with the U.S. Securities and Exchange Commission.  
Investments in securities: Not FDIC Insured - Not NCUA Insured - No Bank Guarantee - May Lose Value.
All investing involves risk, including the possible loss of money you invest, and past performance does not guarantee future performance. 
The information contained in this communication is provided for general informational purposes only, and should not be construed as investment advice. Nothing in this communication should be construed as an offer, recommendation, or solicitation to buy or sell any security. Any links provided to other server sites are offered as a matter of convenience and are not intended to imply that Polaris Financial, LLC endorses, sponsors, promotes and/or is affiliated with the owners of or participants in those sites, or endorses any information contained on those sites, unless expressly stated otherwise. Free and simple tools are available to research firms and financial professionals at Investor.gov/CRS which also provides educational materials about broker-dealers, investment advisers, and investing.