Wealth Management

We can help you develop a plan for the long term.

Trust & Investment Management

With CEFCU Wealth Management, you have access to:

  • Investment Management
  • Estate and Financial Planning
  • Retirement Planning
  • Corporate Trustee
  • Living Trust Management
  • Agent for Trustee
  • Asset Protection Trusts
  • Estate Settlement

Private Member Group

Need expert financial advice for high-net-worth needs? Our representatives can meet with you at your home or office for advice on:

  • Investing
  • Personal lines of credit
  • Jumbo or specialized mortgages
  • Construction financing
  • And much more.

Contact us for more information or to schedule an appointment with a Trust & Investment Management Officer or download brochures and newsletters.

Contact Us

CEFCU Wealth Management is a marketing name used by CEFCU. Trust and Investment Services provided by MEMBERS® Trust Company, a federal thrift regulated by the Office of the Comptroller of the Currency. Non-deposit products offered through MEMBERS Trust Company. Not NCUA/NCUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee, Not a deposit of any financial institution.