You’ve worked extremely hard to build your wealth, and we understand that. We also know that trust is earned, not given, and choosing your investment professional can be a very difficult decision. There are so many different investment products available, that our members are often overwhelmed and can’t decide how to best invest their money.
At the Wealth Management division of Capitol Credit Union, we want to be your trusted investment professionals for life. Our team is here to help you with everything from building your wealth, making informed retirement decisions, and helping address that your hard-earned wealth is passed on as you desire. We understand that markets fluctuate and investment planning can be tough, but we have the experience and expertise to help you make informed decisions every step of the way.
Here are just a few of the ways we can help you:
- Retirement Planning
- College Planning
- Investment Management
- Stocks
- Bonds
- Mutual Funds
- Comprehensive Financial Planning
- Traditional, Rollover, Inherited, and Roth IRAs
- SEP IRAs, SIMPLE IRAs, Individual 401(k)s, and other Retirement Plans
- Fixed, Variable, Indexed, and Single-Premium Annuities
- Alternative Investments
- Job Transitions
- Life, Disability, and Long-Term Care Insurance
Securities offered through LPL Financial, Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. Investment advice offered through Strategic Financial Concepts (SFC), a registered investment advisor. SFC, Wealth Management division of Capitol Credit Union, Capitol Credit Union, and LPL Financial are separate entities. SFC, Wealth Management division of Capitol Credit Union, and Capitol Credit Union are not registered broker/dealers.
| Not NCUA Insured | Not Credit Union Guaranteed | May Lose Value |
