Wealth Management

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. You will have your own wealth management team, led by your dedicated advisor, who will provide financial advice and investment management.

Meet Your Advisor
As your financial advisor, I actively listen and collaborate with you to understand your current financial situation and prioritize your financial goals. I work to understand your risk tolerance, time horizon, and investment preferences to establish a personalized financial plan. As a professional fiduciary, I am required to keep your best interests in mind. All members may schedule a complimentary call with me at any time to learn more or ask questions - no commitment necessary.

All members receive:

A dedicated relationship with the credit union advisory team
Financial planning services
Professional investment management
Affordable pricing, no commissions, no hidden fees

I am available morning, evenings, and weekends in addition to normal business hours. I am looking forward to speaking with you!

Credit Union Advisor Team Helps You Succeed
We provide a full range of wealth management services. You can come to us with any financial questions - whether they are complex or simple. As a valued member we are here to help you navigate your financial life.

Financial Planning
Your advisor can help you define your goal and analyze your options to develop and implement a personalized financial strategy. ​

Starting an Emergency Fund​

Retirement Planning

401(k); IRA; Social Security

Education / College Planning

Budgeting

Insurance Analysis

Investments
Our investment team works to determine the appropriate investment strategy based on your goals and feelings about risk.

Managed Portfolios

Mutual Funds

Exchange Traded Funds (ETFs)

Stocks, Bonds

Cash Management

Portfolio Reviews

Online Financial Dashboard
You will have 24 / 7 access to your own online financial dashboard where you can easily track and manage your financial goals and investments.

Advisor insights & recommendations

Scenario Planning

Interactive Goal setting

Financial Planning Tools

Investment / Portfolio Details

Account Actions

Conversations at your convenience. Your Advisor is available during normal business hour as well as evenings & weekends.

Disclosures
Investment products and services are offered independently through Polaris Portfolios, LLC. Investment accounts are custodied at Interactive Brokers Group, LLC, member of FINRA/SIPC. Polaris Portfolios and Your Credit Union are not affiliated. Products and services made available through Polaris Portfolios 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 Polaris Portfolios are not NCUA insured. These products are subject to investment risk, including the possible loss of principal amount invested.

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