Wealth Management for Members.
Financial Planning & Investments to help you achieve your financial goals.
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. We provide all members with a complimentary financial review and goal setting session to understand how we can best help you.
Member Experience
We provide a tailored approach to financial planning and investment management that puts members first. This starts with a comprehensive assessment of your personal situation, risk tolerance, and financial goals.
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A relationship with a dedicated advisor
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Goal based financial planning
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Professionally investment management
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Investment Management.
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We create and manage portfolios tailored to your specific needs and investment goals. Our investment team constructs, manages, and monitors your portfolio.
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Financial PlanningYou and your advisor work together to create a holistic financial strategy designed especially for you. The purpose of the plan is to serve as a blueprint to help you reach your financial goals and provide peace of mind. Our advisors can help with everything from establishing an emergency fund to retirement planning.
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Fiduciary Commitment
Our mission is to provide members with objective advice and professional investment management, regardless of their level of wealth. Our advisors work in the best interest of our clients and adhere to our guiding principles.
Connect with your advisor at your convenience.
Our advisors make themselves available during normal business hour as well as evenings & weekends. Please visit your credit union's website to schedule time to speak with your advisor, create an account, or log in to your existing account.
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 is not affiliated with any credit union. 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.