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INVESTING

NEED HELP PRESERVING AND GROWING YOUR WEALTH?

INVESTMENT SERVICES ALIGNED WITH OUR MISSION

It’s not about how much you have now, it’s what you can have later. We work with CUNA Brokerage Services, Inc.*, a broker/dealer focused on serving credit union members, to offer our members a comprehensive investment services program. Whether you need help launching your plans or could use some guidance to smooth out the ride, a Wheelhouse Investment Services advisor will work with you to establish a clear direction. Get ongoing guidance and strategies that will help you stay on course for the long term.

Retirement and 401(k) Planning

Wealth Management

Portfolio and Investment Management

Long Term Care Insurance

Education Funding

Comprehensive Financial Guidance

General Investment Management

Meet the Dedicated Wheelhouse Investment Services Advisor

Check the background of the investment professional on FINRA’s BrokerCheck.

Get a Complimentary, No-Obligation Consultation

Contact Wendy Cundari to set up your first appointment

Email Wendy

Retirement Calculators

Contact Wendy
Call Wendy

858-487-1880, Ext. 3201

Disclosures

*Wheelhouse Investment Advisors are registered representatives of CUNA Brokerage Services, Inc. Securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC , a registered broker/dealer and investment advisor. CBSI is under contract with the financial institution to make securities available to members. Not NCUA/NCUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee. Not a deposit of any financial institution. CUNA Brokerage Services, Inc., is a registered broker/dealer in all fifty states of the United States of America

FR-2511821.1-0419-0521

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