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Wealth Management

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 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

Our team will help develop a financial plan that moves you closer to your goals and dreams.

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Broad Based Planning

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

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Retirement Planning

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

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Digital Wealth Management

Get access to globally diversified, low-cost portfolios with help from an advisor. Simply create an account and choose investments with this self-service channel.

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Insurance

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

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Investments

Accumulate, protect or transfer—we’ve got investment solutions 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 reach 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.


Email Us   Call 847-932-8007
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