Turnkey wealth management program. 

Wealth Management 
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Comprehensive financial planning and investment management for members from a team of dedicated financial advisors.

Financial Advisors
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A team of dedicated financial advisors focused on goal-based financial planning & investment management for your members.

Digital Platform

Combining best in class technology for superior member experience ​& support via desktop or mobile app. 

Select Employee Group 

Retirement plans, health savings accounts, and personal financial advice designed to enhance your SEG offering.

Program Management
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Success managers partner with your team to deliver growth strategies, staff training, compliance, reporting, marketing and ongoing support

Your member first wealth
​management partner

Credit Union Wealth Group, is committed to serving as a dedicated wealth management partner to credit unions and their members.

We offer a customizable programs and services to help credit unions compete in the wealth management space. Our mission is to provide members with personalized advice and investment management to help them plan and achieve their financial goals. Whether you are interested in starting a new wealth management program or transitioning your current program, we're here to help. Contact us to start the conversation.

Credit Union Investment Services

​Credit Union Wealth Group provides range of investment services specifically designed to meet the needs of credit unions. We offer NCUA Part 703 managed permissible investments; retirement plans tailored to the unique needs of credit union employees; charitable donation accounts to support community initiatives; and employee benefits pre-funding to help credit unions effectively manage their obligations and enhance employee satisfaction. 

Contact Us

And see how we can help you

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Contact
(888) 212-9940
​​[email protected]
© 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.