Credit Union Wealth Group
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Why Credit Union Wealth Group

​Resources & support to grow and sustain your
​wealth program
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
​clients, 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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Polaris Financial, LLC
​Polaris Financial
Banc Wealth Group
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Terms of Use
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Form ADV Part 2
Form CRS
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.
  • Home
  • Wealth Programs
    • Wealth Management Program
    • Digital Wealth Program
    • SEG+ Program
    • Cryptocurrency Program
    • Member Directed Investments
    • Program Management
  • Why CU Wealth
  • Contact
  • News