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Whether you are just starting out on your financial journey or preparing for retirement, our credit union advisory team can help you establish a clear path to achieve your financial goals. You will have your own wealth management team, led by your dedicated advisor, who will provide financial advice and investment management.
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Meet Your Advisor
As your financial advisor, I actively listen and collaborate with you to understand your current financial situation and prioritize your financial goals. I work to understand your risk tolerance, time horizon, and investment preferences to establish a personalized financial plan. As a professional fiduciary, I am required to keep your best interests in mind. All members may schedule a complimentary call with me at any time to learn more or ask questions - no commitment necessary. All members receive:
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Credit Union Team Helps You Succeed
We provide a full range of wealth management services. You can come to us with any financial questions - whether they are complex or simple. As a valued member we are here to help you navigate your financial life.
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Financial Planning
Your advisor can help you define your goal and analyze your options to develop and implement a personalized financial strategy.
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Conversations at your convenience...
Your Advisor is available during normal business hours as well as evenings & weekends. Schedule a meeting via phone, email, and video conference. If you need assistance scheduling a meeting you may come to the branch and one of our team members can aid you.
Account Types
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Individual
Joint Custodial Revocable Trust Irrevocable Trust |
Roth
Traditional Rollover SEP SIMPLE Beneficiary |
401(k)
Roth 401(k) 403(b) 457 Health Savings Accounts (HSA) |
Disclosures
Investment products and services are offered independently through Credit Union Wealth Group. Investment accounts are custodied at Interactive Brokers Group, LLC, member of FINRA/SIPC. Credit Union Wealth Group and Your Credit Union are not affiliated. Products and services made available through Credit Union Wealth Group are not insured by the NCUA or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any credit union or credit union service organization. Products and services offered through Credit Union Wealth Group are not NCUA insured. These products are subject to investment risk, including the possible loss of principal amount invested.
