Financial Advisors

A dedicated team of financial advisors for your members.

Financial advisors committed to your credit union and your members. 

Personal, collaborative, and accessible fiduciary advise is essential to the success of your member's financial well being. All advisors adhere to the fiduciary standard, meaning they put members' interests first. 

Your credit union is provided a team of licensed, knowledgeable, and trained financial advisors. Our advisors can help members with all aspects of financial life - from buying a home and starting a family to planning for retirement and beyond. The credit union does not need to hire any additional staff or compensate the advisors as shared employees. All advisors are employed by Credit Union Wealth Group.

Designing Your Program

Our program success managers enable your credit union to provide members with these services while tailoring the details of the program to your strategic goals.

Member Advisory Experience
Whether a member is starting their financial journey, nearing retirement, or anywhere in between, our advisors can help establish a path for members to reach their financial goals. 

Advisor Managed Accounts

Our advisory team meets with members to understand their financial situation and goals. Advisors then recommend a professionally curated portfolio. This may be included as a component of the members’ larger financial plan. 

​There is no investment minimum required - meaning all of your members may work with a financial advisor!

Digital Platform

Members have access to their own digital portal which allows for seamless account opening & funding, visibility into performance, transfers, statements and tax documents. No paper process is required.

Our investment committee continually manages the members' portfolios. 

Learn more about the digital platform.

Planning & Investing

From small goals to big ones, members' advisors work to construct a life event roadmap. This may include a combination of financial planning and investment accounts. Members have access to a selection of managed portfolios. Portfolios options include fixed income, biblically responsible, core, thematic, and more. 

Risk levels may range from conservative to aggressive. Account types include Individual, IRAs, Joint, Custodial, and more.
Learn more about investment management.​

Building Trust

Your dedicated financial advisors work to be part of the greater credit union team and member community. Your advisors will regularly participate in program management and update meetings with your staff. Advisors are a valuable resource for members, staff, and even business or SEG partners.

Learn more about program management.

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         Program Benefits

Realize additional recurring non-interest revenue

Offer members ability to work with financial advisors

Protect against capital flight

Gain competitive advantage in the market

Provide investment services to member base
© 2024 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.