Wealth Management

Federally insured by NCUA

Take Control of Your Wealth

A dream is not a plan. Start today.

The Vantage West Financial Advisors program is offered through LPL Financial.

How comfortable are you with your wealth management plan? Do you feel you have a solid strategy for building your wealth, preserving it, or transferring it to your heirs? If not, Vantage West Financial Advisors can help.

Vantage West Financial Advisors located at the credit union can help you determine how to seek growth in, manage, and sustain your assets, giving your financial legacy a longer life.

Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.

A wealth of offerings.

Working with your advisor, you have the opportunity to choose from a full range of investment options and offerings, including:

  • Financial planning
  • Brokerage accounts
  • Education planning
  • Retirement planning
  • Long-term care offerings
  • Estate conservation
  • Portfolio accounts

Start planning today. Through Vantage West Financial Advisors, you have access to knowledgeable Financial Advisors who focus on what’s right for you based on your financial goals and timelines. They can assist you in developing individual strategies for your specific personal and professional wealth management needs. Plus, they’ll work with you as well as your heirs to plan how your assets can continue to provide for years to come.

Disclosures

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC).  Insurance products are offered through LPL or its licensed affiliates. Vantage West Credit Union and Vantage West Financial Advisors are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Vantage West Financial Advisors, and may also be employees of Vantage West Credit Union.  These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Vantage West Credit Union or Vantage West Financial Advisors. 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. Securities and insurance offered through LPL 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