CFS* Wealth Management
Invested in your financial well-being at every turn.
We take a consultative approach to financial planning, no matter if you're just getting started or are a seasoned investor. Whether it's retirement planning, investment guidance, establishing trusts or estate planning, we can help answer your questions. Did we mention that your first consultation with our CFS* Wealth Management team is free?
A CFS Wealth Management Advisor can help you:
Identify long- and short-term financial goals
Understand where your money is invested and why
Define a customized investment strategy
Analyze your current portfolio and investment plan
Review your life insurance policy and provide a free quote
Our services are centered around you.
Personal wealth management services.
We want you to feel confident about your financial future, and we're here to help with:
Personal financial planning
Retirement and retirement income planning
Life and long-term care insurance
Estate planning and wealth transfer
College education planning
Wealth management services for your organization.
Our team offers actionable guidance for your business, including assistance with:
401k plans and other corporate retirement options
Key person insurance
Deferred compensation plans
Supplemental employer retirement plans
Insurance solutions for buy/sell agreements
Overhead expense insurance
Meet our team
We can help you reach your financial goals.
With over 100 years of combined experience, we can help you define your goals and create a financial strategy to reach them. Available through CUSO Financial Services, LP ("CFS"), our Wealth Management Advisors are located along Colorado's Front Range and can meet with you in person or by phone.
Online Brokerage Account
Access Member Portfolio View.
For CFS Wealth Management clients. View your statements, tax forms and more online.
Self-Service Brokerage Account
Access eVision Online Trading.
For CFS Wealth Management clients. Trade online and access tools to manage your portfolio.
*Non-deposit investment products and services are offered through CUSO Financial Services, L.P. ("CFS"), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. Elevations Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.Financial Advisors are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with, residents of other states will be made only upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.