A Member First Experience

Focused on credit unions, our mission is to provide members with personalized advice and investment management to help them plan and achieve their financial goals.

Credit Union Wealth Group is part of Polaris Financial. To learn more about Polaris Financial please visit our website.

Guiding Principles

Our Guiding Principles form the framework for how we interact with
​clients, colleagues, and the greater community.

Member First
​

We will always put our member's
interests before our own.

. Gain a deep understanding of our member's 
  concerns, priorities, and goals.
. Act in a fiduciary capacity.
. Forge relationships with members built on
  trust, loyalty, & integrity.
. Introduce products and/or services that help
​  members better manage their financial life.

Pledge to the
​Common Good

We seek to help and strengthen the
communities we serve.

. Participate in community events
  and fundraisers.
. Foster a corporate environment that
  supports community involvement.
. Spearhead initiatives for greater
  financial literacy
​

Commitment to
​Innovation

We will continually innovate to improve the
member experience.

. Implement technology that allows for a
  streamlined wealth experience.
. Develop seamless integration of services
  and products.
. Integrate technology that makes it simple
  for members to understand their wealth.
​

Focus on Investment
​Management

We strive to deliver high quality investment
management solutions for members.

. Design well diversified and objective driven   
​  portfolios for members.
. When possible lower fund fees for members​.
. Support and lead initiatives to bring greater transparency to the world of investments.

​