Wealth Management

Let’s make a plan.

Whether you’re just starting out, nearing retirement, or somewhere in between, it’s important to have a clear plan to reach your financial goals.

If you're just getting started with investing, we'll help identify your short-term and long-term goals, and discuss a customized investment strategy. If you already have an established portfolio, you will benefit from reconfirming your goals and getting a second analysis of your investment plan.

Our Services

We want to be a part of your future, regardless of where you are in the planning process. Here are some of our specialties:

Planning for Individuals:

  • Investment Planning
  • Personal Financial Planning
  • 401k Consultation
  • Retirement and Retirement Income Planning
  • Life and Long-Term Care Insurance
  • Estate Planning and Wealth Transfer
  • College Education Planning

Planning for Businesses:

  • 401k Plans and Other Corporate Retirement Options
  • Key Person Plans
  • Deferred Compensation Plans
  • Supplemental Employer Retirement Plans
  • Develop Buy/Sell Agreements
  • Overhead Expense Insurance


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