Articles from Credit Union Wealth Group

Lookout Credit Union has partnered with Credit Union Wealth Group to offer financial advice and investment management services to its membership. The wealth management program provides members with access to a team of dedicated financial advisors and investment management services. The program includes: practice management, marketing, compliance, and technology. All members are invited to work with their financial advisors at their own convenience.

California Community Credit Union has partnered with Credit Union Wealth Group to offer fiduciary financial planning and investment management services to its members. CACCU aims to provide accessible and affordable financial products and services to all members. The credit union is committed to making sound business decisions that are in the best interests of members. The wealth management program will provide members with fiduciary investment services and access to dedicated financial advisors. The full service program provides support for the credit union, including: program management, marketing, compliance, technology and back office support. All members are invited to work with their financial advisors at their own convenience.

Credit Union Wealth Group (CUWG), a leading provider of wealth management programs & investment solutions for credit unions, announces the launch of its credit union investment management services, a suite of managed bond products designed to help credit unions implement their Part 703 investment strategy.

Credit Union Wealth Group (CUWG), a leading provider of digital wealth management programs for credit unions, announces the expansion of its fixed income capabilities, providing members with access to managed direct bond strategies. Members can access Treasury, TIPS, Agency, Municipal and Corporate managed bond and ladder investments as part of their portfolio.