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Wealth Management

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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 we can connect you with the experienced professionals of CCU Wealth Advisors who can provide some solid answers. 

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

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James McGary
Wealth Advisor
2540 Sir Barton Way, Lexington, KY 40509
502.564.4775 ext. 5453

CCU Wealth Advisors 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 is 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.

Upcoming Webinars
Tuesday, April 9th at 6 pm EST
Women in Investing
Tuesday, April 23rd at 6 pm EST Social Security and Your Retirement
Tuesday, May at 7th at 6 pm EST
Rethinking Diversification
Tuesday, May 21st at 6 pm EST
Income for Life
Tuesday, June 4th at 6 pm EST
Three Transitions to Retirement
Tuesday, June 18th at 6 pm EST
Understanding Medicare
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Account Access

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Click here to request a no-cost consultation with one of our financial professionals. Note: Confidential information should not be sent via email.

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 and CCU Wealth Advisors. The LPL Financial registered representative (s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. 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