Our CFS* Wealth Management advisors are here for you.
With over 100 years of combined experience, the Elevations Wealth Management team, available through CUSO Financial Services, L.P. (“CFS”)*, has advised clients with over $2 billion in combined net worth. Located throughout the Front Range, the Elevations Wealth Management team is here to help you reach your financial goals.
Our consultative approach is all about you. We want to help you understand where your money is invested and why, answer all of your questions, and be a partner in your financial life.
Your first consultation with an experienced CFS financial advisor is complimentary as a benefit of Elevations Credit Union. 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.