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Wealth Management

Wealth Management isn't just for an exclusive club. It's for anyone who wants to build a better financial future for themselves and their family. Come talk to us to see how we might be of service.
 

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Our team can help you move forward with confidence.

Where do you see yourself in 5, 10, or 20 years? How can your finances help you pursue those goals? Tough questions. The good news is that Commonwealth Credit Union can connect you with the experienced professionals of CCU Wealth Advisors who can provide some solid answers. 

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Suzanne

Suzanne Wohlfeld
Wealth Advisor
101 Sower Boulevard, Frankfort, KY 40601
502.564.4775
800.228.6420, ext. 5447
Fax 502.564.1551 

Round photo of Michael Naiser.


Michael

Michael Naiser
Wealth Advisor
108 Lawson Drive, Georgetown, KY 40324
502.564.4775
800.228.6420, ext. 5725
Fax 502.863.4279 

CCU Wealth Advisor's Services

Today’s complex and ever-changing financial marketplace makes successful investing more challenging than ever. It’s important to take a team approach to prepare for your financial future. CCU Wealth Advisors are available to help members with all their wealth management needs.

Whether you're a newly married couple, parents planning for a child’s education, or a worker planning for retirement, CCU Wealth Advisors can help you map out a plan for pursuing your financial goals.

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Helpful Resources

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How much retirement income will you need?
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Handling Market Volatility
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3 Factors to Consider When Investing for Retirement
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The Sandwich Generation:
Caught in the Middle




Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Commonwealth Credit Union and CCU Wealth Advisors are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using CCU Wealth Advisors, and may also be employees of Commonwealth Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Commonwealth Credit Union or CCU Wealth Advisors. Securities and insurance offered through LPL or its affiliates are:
Not Insured by NCUA or Any Other Government Agency Not Credit Union Guaranteed Not Credit Union Deposits or Obligations May Lose Value