Wealth Management

Careful, strategic planning across multiple aspects of your financial life is vital.

Couple dancing outside
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 meet your highly specialized objectives.

With our strategic financial planning process, we take into account your needs so you can 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 the appropriate products for your highly individualized objectives.

Our Approach

There is no “one-size fits all” solution. But there is a right plan for you.

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Our Advisors

Our experienced, knowledgeable team is driven to help you achieve your goals.

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Broad Based Planning

Our thorough, disciplined process is structured to address your needs and wishes.

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Retirement Planning

Together we can chart the course for the relaxing days ahead.

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Digital Wealth Management

A self-service channel that allows you to develop an account, choose investments and actively manage your portfolio on an ongoing basis.

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Get peace of mind knowing you’re covered no matter what.

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