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<form autocomplete="off" aria-hidden="true" enctype="application/x-www-form-urlencoded" id="frmMobileLogin" class="bcu-login-form bcu-login-mobile-form" action="https://safe.bcu.org/login?t=bcu" method="post">
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 1. Homepage
    >
 2. Financial Well-Being
    >
 3. Wealth Management
    >


WEALTH MANAGEMENT


CAREFUL, STRATEGIC PLANNING ACROSS MULTIPLE ASPECTS OF YOUR FINANCIAL LIFE IS
VITAL.


WE GET TO KNOW YOU, AND TAKE THE TIME TO HEAR YOU.

 

For high net-worth individuals, BCU Wealth Advisors offers a customized,
comprehensive wealth management plan to help meet your personal goals.

We build our strategic financial planning process around your needs, to help
maximize your assets today and ensure your legacy later. We recommend asset
managers for you and your specific needs and work closely with you to select
appropriate products for your individual objectives.

 


OUR APPROACH

Our team will help develop a financial plan that moves you closer to your goals
and dreams.

Learn More


WEALTH ADVISORS

Our experienced advisors offer solutions to help you plan for a brighter
financial future.


Learn More


BROAD BASED PLANNING

We’ll help you define your goals, understand your options, and proactively work
alongside you to develop your financial plan.


Learn More


RETIREMENT PLANNING

We can provide personalized advice and help create a plan based on how close or
far you may be from retirement.

Learn More


INSURANCE

We offer a variety of insurance options and coverage to help meet your needs.

Learn More


Check the background of investment professionals associated with this site on
FINRA’s BrokerCheck.


INVESTMENTS


Accumulate, preserve or transfer—we’ve got investment strategies for your life
stage.

Review: Your goals, objectives and risk tolerance.
Develop: Customized investment program that helps your money work for you.
Determine: Investments to pursue financial objectives with comfortable degree of
risk.
Monitor: Your investments to ensure they align with your goals and financial
situation.
Onward: Continue to look for new opportunities that fit your needs.
Consult an Advisor Call 847-932-8007



GUIDED WEALTH PORTFOLIOS



A digital investment experience that combines the personal attention of a
financial advisor with sophisticated technology.

Learn More
Wealth Advisors
Client Access & Resources

 * Disclosure
   
   Advisors associated with BCU Wealth Advisors may be either (1) registered
   representatives with, and securities offered through LPL Financial, Member
   FINRA/SIPC, and investment advisor representatives of BCU Wealth Advisors; or
   (2) solely investment advisor representatives of BCU Wealth Advisors, and not
   affiliated with LPL Financial.
   
   Insurance products are offered through LPL or its licensed affiliates (CA
   Insurance License #0518721 or 0B91442). Investment advisory services are
   offered through BCU Wealth Advisors, LLC, a registered investment advisor and
   separate entity from LPL Financial. BCU Wealth Advisors, LLC is a
   wholly-owned subsidiary of BCU. BCU is not registered as a broker-dealer or
   investment advisor. Registered representatives of LPL offer products and
   services using BCU Wealth Advisors, and may also be employees of BCU. These
   products and services are being offered through LPL or its affiliates, which
   are separate entities from, and not affiliates of, BCU or BCU Wealth
   Advisors. Advisory services, securities, and insurance offered through BCU
   Wealth Advisors, LLC, LPL Financial or its affiliates are:
   
   
   Not Insured by NCUA or Any Other Government Agency Not Credit Union
   Guaranteed Not Credit Union Deposits or Obligations  May Lose Value 
   
   
   Your Credit Union (“Financial Institution”) provides referrals to financial
   professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that
   allows LPL to pay the Financial Institution for these referrals. This creates
   an incentive for the Financial Institution to make these referrals, resulting
   in a conflict of interest. The Financial Institution is not a current client
   of LPL for brokerage or advisory services. Please visit
   https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more
   detailed information.
   
   The information in this website is for U.S. residents only and does not
   constitute an offer to sell, or a solicitation of an offer to purchase
   products or services to persons outside of the United States. This website is
   not to be directly or indirectly interpreted as a solicitation of investment
   advisory services to residents of a jurisdiction unless the firm is
   notice-filed, registered or is eligible for exemption from notice-filing or
   registration in that jurisdiction. The contents of this webpage are not to be
   copied, quoted, excerpted or distributed without express written permission
   of the firm. Nothing on this webpage is intended as legal, accounting, or tax
   advice, and is for informational purposes only.
   
   The LPL Financial registered representative(s) associated with this website
   may discuss and/or transact business only with residents of the states in
   which they are properly registered or licensed. No offers may be made or
   accepted from any resident of any other state.
   
   Guided Wealth Portfolios (GWP) is a centrally managed investment program
   sponsored by LPL Financial LLC (LPL). GWP generates investment
   recommendations based upon model portfolios constructed by LPL. If you are
   receiving advisory services in GWP from a separately registered investment
   advisor firm other than LPL, LPL is not an affiliate of such advisor. LPL
   investment advisors are registered with the U.S. Securities and Exchange
   Commission, and LPL is also a Member FINRA/SIPC. All investing involves risk
   including loss of principal. No strategy assures success or protects against
   loss. There is no guarantee that a diversified portfolio will enhance overall
   returns or outperform a non-diversified portfolio. Diversification does not
   protect against market risk.
   
   
   
   
   
   For detailed information, including Form ADV Parts 1, 2, 2b, 3 (Form CRS),
   and Appendix 1 (Wrap Brochures) visit the SEC website.

We're available to our members day and night. Our Help Center is here to assist
you with any questions you may have.

800-388-7000

Contact & Help Center
Routing #: 271992400


BCU ranked one of Best Credit Unions of 2022 by



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