Wealth Management

Our Wealth Management Advisors are here for you

Turning your financial goals into reality takes more than dreaming. Get the practical help you need to plan for your future and navigate through fluctuating markets. Get a no-cost, no-obligation consultation with a financial advisor. Contact one of our CFS* Wealth Management professionals today:

Wealth Management Resources

Online Portfolio View

  • View your CFS brokerage account* online. Call 303.443.4672 x2240 or 800.429.7626 x2240 to get your member ID and password.
  • Sign In

Investments and Retirement Planning

Changing Jobs (401K rollover and IRA options)

  • An IRA rollover might provide you with an opportunity to expand your investment options beyond those in your current retirement plan. As well, an IRA may lower your current taxes.
  • 401K Rollover Calculator  |  IRA Options Calculator

Saving for College

  • A financial plan is a critical component of preparing for your child's education. The sooner you begin saving for higher education, the better. Even modest savings can really add up if you get them enough time to grow.
  • College Savings Calculator

Trusts and Estate Planning

  • Trusts ensure that your assets will be passed on to the right people, at the right time, for the reasons you choose.
  • Learn More

Online Trading

*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 OR “The credit union”) has contracted with CFS to make non-deposit investment products and services available to credit union members.


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Your savings federally insured to at least $250,000 and backed by the full faith and credit of the United States Government. National Credit Union Administration, a U.S. Government Agency