WEALTH
BCU Wealth Advisors
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Please Note: BCU Wealth Advisors, LLC is a wholly-owned subsidiary of BCU. Products and services discussed on this page are not being offered by the Credit Union.
For high net-worth individuals, BCU Wealth Advisors offers a customized, comprehensive wealth management plan to help pursue your personal goals.
We build our strategic financial planning process around your needs, to better position 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 team will help develop a financial plan that moves you closer to your goals and dreams.
Our experienced advisors offer strategies to help you plan for a brighter financial future.
Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.
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, seeking to ensure that they align with your goals and financial situation.
Onward: Continue to look for new opportunities that fit your needs.
A digital investment experience that combines the personal attention of a financial advisor with sophisticated technology.
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.
CRPC® designation conferred by College for Financial Planning.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP® and CERTIFIED FINANCIAL PLANNER® in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks
Access the BCU Wealth Advisors, LLC Privacy Notice.
For detailed information regarding BCU Wealth Advisors, LLC, including Form ADV Parts 1, 2, 2b, 3 (Form CRS), and Appendix 1 (Wrap Brochures) visit the SEC website.
Access the LPL Financial Form CRS.
We’ll help you define your goals, understand your options, and proactively work alongside you to develop your financial plan.
We can provide personalized advice and help create a plan based on how close or far you may be from retirement.
We offer a variety of insurance options and coverage to address your needs.
