Lookout Credit Union has partnered with Boston-based registered investment advisor Credit Union Wealth Group to expand its investment management services.
Lookout Credit Union offers services tailored toward 401(k) investments, retirement planning, wealth planning, financial planning, and online banking, and manages $300 million in assets, per their website.Ā
The partnership includes various wealth and investment management services, including practice management, marketing, compliance, and technology.
āAfter reviewing multiple options for wealth management services for our credit union members, we were excited to partner with CU Wealth Group,ā Blake Roemer, chief lending officer at Lookout Credit Union, said. āTheir professionalism, expertise, and user-friendly portal has been a great way to offer custom wealth management products to our members and promote their financial health and well-being.ā
In February, Credit Union Wealth Group partnered with the California Community Credit Union to offer financial planning and investment management services to its members.
Polaris Financial, parent company of Credit Union Wealth Group, has approximately $49 million in assets for 658 accounts, according to its latest Form ADV.
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