Credit Union Wealth Group
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Innovative WealthTech Solutions. 

Your partner to modernize and optimize your wealth technology platforms to improve your business. 
lets talk strategy

A Connected Strategy Framework.

Our team of experienced consultants can leverage deep domain knowledge and technology expertise to deliver an integrated business and technology strategy for your institution's wealth business. Our collaborative and data driven approach is designed to help you achieve your business goals and generate tangible value. We believe that wealth technology solutions should create superior frictionless customer experiences while simultaneously enhancing operational efficiencies and lowering costs. 

Services

We partner with you to work across the full spectrum of challenges facing financial institutions in the wealth management space. 

Technology Roadmap & Assessments

Identify your business requirements and recommend the appropriate technology solutions and implementation process to fulfill your vision. 

RIA Launch

Looking to launch your own RIA? Our team can help you cost effectively design, launch and grow an advisory business that reflects your value proposition.   

Outsourced Product Manager

An all-in-one product management service providing your team with expert, cost effective guidance and strategy. Take your project from inception to completion. 

Vendor Selection & Management

Evaluate your technology needs to design an objective request for proposal, recommend vendors, negotiate contracts, and streamline the implementation process.  ​

Robo-Advisory / Digital Advice

Design and implement automated or hybrid investment services that are tailored to your target market.

Business Strategy

Identify gaps or areas of weakness in existing technology and operations and receive recommendations for improvement with guidance on implementation. 
We would like to learn about your projects and how we might help.
​Set up some time today to speak with one of our consultants.
Schedule a Call

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© 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