Simplify your financial life and earn up to $2,000
when you consolidate your retirement and non-retirement account assets with Tech Wealth Management*.
Imagine receiving a single statement while still maintaining a diversified portfolio. We take care of all the paperwork - you reap the benefits.
Meet with one of our Tech Wealth Management advisors for a free consultation. We'll assess your current retirement strategy and talk about various options to help you reach your goals.
For more information, call us at (800) 851-8549 or
set up an appointment
Offer valid for new or current clients that fund a new account or add funds new to Tech Wealth Management to an existing Tech Wealth Management account. New accounts must be titled differently from any previously existing accounts-assets transferred from an existing Tech Wealth Management account do not qualify. Funding or transfers must be initiated by December 31, 2018 and completed by January 31, 2019. Transfers typically take 1-4 weeks to complete and the time frame is dependent on the firm you are transferring the assets from. Bonuses will be credited to the Tech CU Member Savings Account according to the following schedule: Assets less than $25,000, $0 (no bonus); $25,000 to $99,999, $150; $100,000 to $249,999, $300; $250,000 to $499,999, $750; $500,000 to $749,999, $1000, $750,000 to $999.999, $1500; $1,000,000 or above, $2000. Account must remain open with required funding for 12 months, or Tech CU may charge the member's accounts for the bonus. Excludes Brokered CD's.