Wealth Management for All Customers. 

Financial Planning & Investments to help you achieve your financial goals. 
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Whether you are just starting out on your financial journey or preparing for retirement, our bank advisory team can help you establish a clear path to achieve your financial goals. You will have your own wealth management team, led by your dedicated advisor, who will provide financial advice and investment management. 
Your Advisor
Wealth Advisor
P. 708-880-7098
advisor@cuwg.com
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Meet Your Advisor
As your financial advisor, I actively listen and collaborate with you to understand your current financial situation and prioritize your financial goals. I work to understand your risk tolerance, time horizon, and investment preferences to establish a personalized financial strategy. As a professional fiduciary, I am required to keep your best interests in mind. All customers may schedule a complimentary call with me at any time to learn more or ask questions - no commitment necessary. All members receive:
  • A dedicated relationship with the bank advisory team
  • Financial planning services
  • Professional investment management
  • Affordable pricing, no commissions, no hidden fees
I am available morning, evenings, and weekends in addition to normal business hours. I am looking forward to speaking with you!

Bank Advisor Team Helps You Succeed 

We provide a full range of wealth management services. You can come to us with any financial questions - whether they are complex or simple. As a valued customer we are here to help you navigate your financial life. 
Financial Planning
Your advisor can help you define your goal and analyze your options to develop and implement a personalized financial strategy. ​
  • Starting an Emergency Fund​
  • Retirement Planning
  • 401(k); IRA;  Social Security
  • Education / College Planning
  • Budgeting
  • Insurance Analysis
Investments
Our investment team works to determine the appropriate investment strategy based on your goals and feelings about risk.
​
  • Managed Portfolios
  • Mutual Funds
  • Exchange Traded Funds (ETFs)
  • Stocks, Bonds
  • Cash Management
  • Portfolio Reviews
Online Financial Dashboard
You will have 24 / 7 access to your own online financial dashboard where you can easily track and manage your financial goals and investments.
  • Advisor insights & recommendations
  • Scenario Planning
  • Interactive Goal setting
  • Financial Planning Tools
  • Investment / Portfolio Details
  • Account Actions

Conversations at your convenience.
Your Advisor is available during normal business hours as well as evenings & weekends.

Account Types
Individual
Joint
Custodial
Revocable Trust
Irrevocable Trust
Roth
Traditional
Rollover
SEP
SIMPLE
Beneficiary
401(k)
Roth 401(k)
403(b)
457

Health Savings Accounts (HSA)

Disclosures

Investment products and services are offered independently through Polaris Financial, LLC. Investment accounts are custodied at Interactive Brokers Group, LLC, member of FINRA/SIPC. Polaris Financial and Your Bank are not affiliated. Products and services made available through Polaris Financial are not insured by the NCUA or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any credit union or credit union service organization. Products and services offered through Polaris Financial are not NCUA insured. These products are subject to investment risk, including the possible loss of principal amount invested.
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Polaris Financial, LLC is a registered investment advisor with the U.S. Securities and Exchange Commission.  
Investments in securities: Not FDIC Insured - Not NCUA Insured - No Bank Guarantee - May Lose Value.
All investing involves risk, including the possible loss of money you invest, and past performance does not guarantee future performance. 
The information contained in this communication is provided for general informational purposes only, and should not be construed as investment advice. Nothing in this communication should be construed as an offer, recommendation, or solicitation to buy or sell any security. Any links provided to other server sites are offered as a matter of convenience and are not intended to imply that Polaris Portfolios, LLC endorses, sponsors, promotes and/or is affiliated with the owners of or participants in those sites, or endorses any information contained on those sites, unless expressly stated otherwise. Free and simple tools are available to research firms and financial professionals at Investor.gov/CRS which also provides educational materials about broker-dealers, investment advisers, and investing.