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.
Members who work with the financial advisors will receive:
- Advice & guidance from a dedicated advisor
- Investment portfolio based on their goal, time horizon and risk tolerance
- Periodic check-ins to review their financial situation & investments
- Online portal & app to view their investment plan & portfolio
Blake Roemer, Chief Lending Officer at Lookout Credit Union, on the partnership:
“After reviewing multiple options for wealth management services for our credit union members, we were excited to partner with CU Wealth Group. Their professionalism, expertise, and user-friendly portal has been a great way to offer custom wealth management products to our members and promote their financial health and well-being.”