Personal Wealth Management Services

Take charge of your financial future with Elevations Credit Union’s personal wealth management services. Whether you’re planning for retirement, growing your investments, or preparing for future life events, our experienced LPL‡ Financial Advisors provide personalized strategies to help you reach your goals with confidence. Our financial planning services, investment planning and life insurance planning are designed to protect and grow your wealth every step of the way.
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Start building a stronger financial future with Elevations personal wealth management services. Schedule a free consultation with our experienced financial advisors to get personalized guidance on investment planning and overall wealth management services.  

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Commonly Asked Questions

  • Personal wealth management includes investment planning, retirement strategies, insurance guidance, and long-term financial planning tailored to your life goals. 

  • No. These services are valuable for anyone who wants a thoughtful plan for building and managing their finances. 

  • You can schedule a free consultation with an Elevations LPL‡ financial advisor online or at your nearest branch. 

  • Yes. Our advisors act in your best interest, offering unbiased recommendations aligned with your financial goals. 

  • The initial consultation is free. If you decide to move forward, your advisor will review any applicable fees or investment-related costs transparently.

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.