Wealth Management for Members

Offer financial planning & investment services to your members

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A turnkey full service wealth management program
​for members

The CUWG Wealth Management Program provides your members with financial advice and investment services from a dedicated financial advisor.

Our team handles all components of the program including investment & advisory services; technology; administration; compliance; and program management. The program is free to your credit union and generates recurring non-interest fee income.

Designing Your Program

We understand that you may have specific goals and objectives for your wealth program. Each program may be tailored for your credit union and to best serve your members.

We can provide best practices and guidance on how to successfully establish and grow the program. We partner with your team to design and implement a business strategy tailored to the needs of your membership.

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Program Features

The Wealth Management Program encompasses all that is required to provide your credit union with a comprehensive, modern financial planning and investment management service.

Dedicated Financial Advisors

Your credit union is provided with licensed, trained, and knowledgeable financial advisors. Our advisors operate as fiduciaries, which requires them to work in the best interest of members. Advisors provide all members, regardless of their account size, with personalized financial planning and investment management services. Advisors work floating schedules allowing them to meet with members during normal business hours, evenings, and/or weekends. Members have the option of meeting with their advisor via chat, email, phone, video conference, and/or face to face.

Investments

Our in-house investment team curates a range of managed portfolios across the spectrum of investment objectives, risk tolerance, values, and tax situations. Portfolios can be customized to meet the investment needs and goals of members. Portfolios are composed of commission free mutual funds, ETFs (exchange traded funds), stocks, bonds, and/or annuities. Account types include individual, IRAs, Joint, HSAs, Trust & Will, and retirements plans (401(k); 403(b); 457; cash balance).
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Digital Investment Portal

Members may access their investment portal with features including: digital onboarding / account opening, interactive goal based financial planning, detailed portfolio reporting, data aggregation for held-away accounts, and a secure document center. Members may access their portal 24/7 from their desktop, mobile, or tablet.

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Credit & Debt Reporting

Each member working with an advisor can have credit and debt information from numerous banking institutions analyzed and reported back to the credit union. These analytics can identify a member's credit score, outstanding loans, mortgages, credit cards, and more - including interest rates and monthly payment amounts. These can create excellent opportunities & leads to bring more business back to the credit union through other banking services that may be offered to each member, specific to their situation and anticipated needs!

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Program Benefits

Protect against
​capital flight

Serve entire
​member base

Boost member
​loyalty

Attract & Retain
​Members

Realize additional recurring non-interest revenue