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.
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 experienced professionals who can provide some solid answers:
Suzanne
Suzanne Wohlfeld
Financial Professional
Financial Professional
101 Sower Boulevard, Frankfort, KY 40601
502.564.4775
800.228.6420, ext. 5447
Fax 502.564.1551
Michael
Michael Naiser
Financial Professional
Financial Professional
108 Lawson Drive, Georgetown, KY 40324
502.564.4775
800.228.6420, ext. 5725
Fax 502.863.4279
Our 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. We've collaborated with Commonwealth CU Retirement & Investment Services 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, our professionals can help you map out a plan for pursuing your financial goals.
Our 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, please visit cunabrokerage.com.
Account Access
Log in to your CUNA Brokerages Services, Inc. Account
REQUEST AN APPOINTMENT
Click here to request a no-cost consultation with one of our financial professionals.
Helpful Resources
How much retirement income will you need?
Handling Market Volatility
3 Factors to Consider When Investing for Retirement
The Sandwich Generation:
Caught in the Middle
*Commonwealth CU Retirement and Investments 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-3363663.1-1220-0123