Our Firm

Guided by a team of experienced financial professionals, Wealth Management at UW Credit Union partners with LPL Financial to provide comprehensive and personalized financial planning services designed to help you achieve your goals. We take a holistic approach, considering all aspects of your financial life, to provide you with a roadmap for success. Whether you need assistance with retirement planning, college funding, or optimizing your investment portfolio, we've got you covered. 

We believe in meeting you where you're at, tailoring our strategies to your specific needs. With our guidance, you can gain clarity, prioritize your financial goals, and make informed decisions.

Count on us for ongoing support and monitoring of your plan, ensuring it stays on track even as your circumstances evolve. We have your best interests in mind.

LPL Financial is the nation’s largest independent broker-dealer**, supporting financial institutions and advisors with the tools and technology to deliver comprehensive investment services for clients across the country.

** As reported by Financial Planning magazine, June 1996-2022, based on total revenue.