Let us help you achieve your
financial and retirement goals.
CEFCU Wealth Management will partner with you to help you reach your investment goals. Our expertise includes managing investments for objectives like aggressive growth, growth, growth and income, and income.
As you pass through the various stages of your life, your financial needs and objectives will change. Our core principle is that allocation across investment classes should be adjusted as you pass through these cycles of life.
We believe that because investments involve risk, they should be prudently managed by diversification, asset allocation, continual monitoring, and a customized investment policy for each investment portfolio.
For more information or to schedule an appointment with a Trust & Investment Management Officer, 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.