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.
A relationship with a dedicated advisor
Goal based financial planning
Professionally investment management
Investment Management.
We create and manage portfolios tailored to your specific needs and investment goals. Our investment team constructs, manages, and monitors your portfolio.
  • Managed Investment Portfolios
  • Mutual Funds
  • Exchange Traded Funds (ETFs)
  • Stocks, Bonds

Financial Planning 

You 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.

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
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.
© 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.