Wealth Management for All Members
Whether you are just starting out on your financial journey or preparing for retirement, our credit union advisory team can help you establish a clear path to achieve your financial goals. You will have your own wealth management team, led by your dedicated advisor, who will provide financial advice and investment management.
Meet Your Advisors
As your financial advisors, we actively listen and collaborate with you to understand your current financial situation and prioritize your financial goals. We work to understand your risk tolerance, time horizon, and investment preferences to establish a personalized financial plan. As professional fiduciaries, we are required to keep your best interests in mind. All members may schedule a complimentary call with either of us at any time to learn more or ask questions - no commitment necessary. All members receive:
A dedicated relationship with the credit union advisory team
Financial planning services
Professional investment management
Affordable pricing, no commissions, no hidden fees
We are available morning, evenings, and weekends in addition to normal business hours. We look forward to speaking with you!
The Sugar Valley FCU Team Helps You Succeed
We provide a full range of wealth management services. You can come to us with any financial questions - whether they are complex or simple. As a valued member we are here to help you navigate your financial life.
Financial Planning
Your advisor can help you define your goal and analyze your options to develop and implement a personalized financial strategy.
Starting an Emergency Fund
Retirement Planning
401(k); IRA; Social Security
Education / College Planning
Budgeting
Insurance Analysis
Investments
Our investment team works to determine the appropriate investment strategy based on your goals and feelings about risk.
Managed Portfolios
Mutual Funds
Exchange Traded Funds (ETFs)
Stocks, Bonds
Cash Management
Portfolio Reviews
Online Financial Dashboard
You will have 24 / 7 access to your own online financial dashboard where you can easily track and manage your financial goals and investments.
Advisor insights & recommendations
Scenario Planning
Interactive Goal setting
Financial Planning Tools
Investment / Portfolio Details
Account Actions
Conversations at your convenience...
Schedule a meeting via phone, email, and video conference. If you need assistance scheduling a meeting you may come to the branch and one of our team members can aid you.
Account Types
Individual
Joint
Custodial
Revocable Trust
Irrevocable Trust
Roth
Traditional
Rollover
SEP
SIMPLE
Beneficiary
401(k)
Roth 401(k)
403(b)
457
Health Savings Accounts (HSA)
Disclosures
Investment products and services are offered independently through Credit Union Wealth Group. Investment accounts are custodied at Altruist Financial, LLC and/or Interactive Brokers Group, LLC, members of FINRA/SIPC. Credit Union Wealth Group and Sugar Valley Federal Credit Union are not affiliated. Products and services made available through Credit Union Wealth Group are not insured by the NCUA or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any credit union or credit union service organization. Products and services offered through Credit Union Wealth Group are not NCUA insured. These products are subject to investment risk, including the possible loss of principal amount invested.