Need Help Preserving and Growing Your Wealth?


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 professional 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.

Wheelhouse Investment Services program is offered through CUNA Brokerage Services, Inc.*, a broker/dealer focused on serving credit union members. CUNA Brokerage Services, Inc. is an affiliate of CUNA Mutual Group. For more information about CUNA Brokerage Services, Inc., please visit

Retirement & Investment Resource Center

Visit our Retirement & Investment Resource Center for more information on the kinds of topics you can discuss with our Investment Services Professional. Plus, access upcoming virtual workshops and related financial blogs.

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Retirement & Investment Services

  • Retirement & 401(k) Planning

    Retirement & 401(k) Planning

  • Long-Term Care Insurance

    Long-Term Care Insurance

  • Education Funding

    Education Funding

  • Comprehensive Financial Guidance

    Comprehensive Financial Guidance

  • Retirement & 401(k) Planning

    Wealth Management

  • Long-Term Care Insurance

    Portfolio & Investment Management

  • Education Funding

    General Investment Management

  • Comprehensive Financial Guidance

Schedule a No-Obligation In‑Person or Telephone Meeting Today

Wendy Cundari, CRPC
Vice President, Wealth Management
CA License No. OA32064

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

Retirement Calculators

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*Wheelhouse Investment Services Financial Professionals are registered representatives of CUNA Brokerage Services, Inc. Representatives are registered, securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, which is not an affiliate of the credit union. 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.


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