Credit Union Wealth Group
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Why Credit Union Wealth Group

​Cooperative principles and values.
Contact Us

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.
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Guiding Principles

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

​
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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
​
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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

​

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Contact
(888) 212-9940
​
​[email protected]
© 2025 Polaris Financial, LLC.
Advisory services offered through Polaris Financial, LLC doing business as Credit Union Wealth Group. Polaris Financial, LLC is a SEC registered investment advisor. 6 Liberty Square #2663 Boston, MA 02109. All rights reserved. Brokerage services provided to clients of Polaris Financial, LLC by Altruist Financial LLC and/or Interactive Brokers Group, registered broker-dealers and members FINRA/SIPC. Past performance is no guarantee of future results. All securities involve risk and may result in loss. Nothing in this communication should be construed as a solicitation or offer, or recommendation, or advice to buy or sell securities or services. 
Investments in securities: Not FDIC Insured - Not NCUA Insured - No Bank Guarantee - May Lose Value. 
Credit Union Wealth Group has a partnership with credit unions to provide investment advisory services to their members. The credit unions are not investment clients of Credit Union Wealth Group but have a revenue sharing relationship that can create a conflict of interest. 
  • Home
  • Wealth Program
    • Financial Advisors
    • Digital Platform
    • Investments
    • SEG Workplace
    • Program Management
    • Why CU Wealth
  • Credit Union Investments
    • Money Market Fund Products
    • Target Duration Products
    • Defined Maturity Products
    • Bond Ladders
    • Strategic Credit Fund
  • Contact
  • News