yoga
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 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 cunabrokerage.com.

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.
 
 

Visit Resource Center
couple on laptop

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

Contact Wendy
Call Wendy

Disclosures

*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.

FR-2511821.1-0419-0521

You are leaving Wheelhouse Credit Union’s website. Links that may be accessed via this site are for the convenience of informational purposes only. Any products and services accessed through this link are not provided or guaranteed by Wheelhouse Credit Union. The site you are about to visit may have a privacy policy that is different than Wheelhouse Credit Union’s. Please review their privacy policy. Wheelhouse Credit Union does not endorse the content contained in these sites, nor the organizations publishing those sites, and hereby disclaims any responsibility for such content.

Cancel Accept