SEFCU Wealth Management Investment Services


Comprehensive investment and retirement solutions.

The advisors at SEFCU Wealth Management Services are here to help. Together with LPL Financial, the largest independent broker-dealer in the country*, the advisors at SEFCU Wealth Management Services can offer comprehensive solutions that can help you pursue your long-term goals.

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Our approach

We utilize a simple, four-step process:

At SEFCU Wealth Management Services, our advisors take a holistic approach to providing advice by looking at your complete financial picture – including your goals, time frames, and future plans – in order to provide suitable advice. Then, we'll work together to identify gaps in your current plan and develop strategies to help you pursue your financial goals.

  1. Discovery: Learn about you and your unique situation 
  2. Planning: Utilize that data to create a customized financial plan 
  3. Strategies: Present strategies to help you pursue your goals 
  4. Monitoring: Review and monitor your progress through regularly scheduled meetings
 SEFCU Wealth Management Services team


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Investment Services

Complete Wealth Management

Hands-on approach

Comprehensive solutions


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More to think about...

 *As reported by Financial Planning Magazine, June 1996-2018, based on total revenue.
Securities and financial planning offered through LPL Financial, a registered investment advisor, member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. SEFCU and SEFCU Wealth Management Services are not registered broker/dealers and are not affiliated with LPL Financial.
The LPL Financial representatives associated with this Website may discuss and/or transact securities business only with residents of the following states: CA, CT, FL, MA, ME, NC, NJ, NY, PA, UT, VA, VT, and WI.