Business Wealth Management Services

Successful businesses need more than just strong sales — they need solid financial guidance. Elevations Credit Union offers expert business wealth management services to help you build, protect and transition your business wealth with confidence. From financial planning and investment strategies to succession and insurance planning, our advisors are here to support your business every step of the way.
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Plan your business success with a financial advisor.

Take the next step in securing your company’s future. Schedule a free consultation today with a business financial advisor from Elevations Credit Union and get personalized guidance to grow and protect your business.  

Schedule a free consultation

Commonly Asked Questions

  • Business wealth management includes financial planning, investment management, succession planning, insurance strategies, and more — all customized for your business. 

  • Business financial planning considers your company’s goals, structure, and risks, while personal planning focuses on your individual or family finances. Our advisors can help you coordinate both. 

  • Yes. We specialize in small business financial planning and understand the challenges business owners face in growth, budgeting, and long-term success. 

  • Absolutely. Our business financial advisors provide investment guidance based on your risk profile, goals, and operational needs. 

  • Initial consultations are complimentary. We’ll work with you to find the right services based on your business needs and goals.

How can we help you?

Contact us Find a location Frequently asked questions

Give us a call at (800) 429-7626 | Routing #307074580

‡ Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Elevations Credit Union name and Elevations Wealth Management Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Elevations Wealth Management Services and may also be employees of Elevations Credit Union These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Elevations Credit Union or Elevations Wealth Management Services. Securities and insurance offered through LPL or its affiliates are:

Not Insured by NCUA or Any Other Government Agency
Not Credit Union Guaranteed 
Not Credit Union Deposits or Obligations
May Lose Value

Elevations Credit Union (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.

The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.

For additional information, please visit www.lpl.com/CRS.