Wealth Management

BCU Wealth Advisors, LLC

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.

Wealth Advisors

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

Broad Based Planning

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

Retirement Planning

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

Insurance

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

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
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Guided Wealth Portfolios

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

Learn More
  • 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.

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    For detailed information, including Form ADV Parts 1, 2, 2b, 3 (Form CRS), and Appendix 1 (Wrap Brochures) visit the SEC website.

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