Tech Wealth Management - Tech CU
  • Tech Wealth Management

    A strategic partner for your financial future.

    Investing is at the core of wealth management. We take the time to get to know you and understand your financial goals. And, we provide the tools, resources and expertise you need to make smart investment decisions.

  • Whether you are just starting out or are a more seasoned investor, we offer three flexible approaches to investing.

    • We can manage your portfolio in full — making all investment decisions on your behalf, based on your financial goals.
    • If you’d like to be more involved in managing your investments, we will support you by providing professional brokerage advice and guidance.
    • We also offer a trading platform that allows you to select and manage investments on your own.

    Just a few of the areas where our experts can help:

  • Financial & Retirement Planning
    We can assist you in creating a financial and retirement plan geared toward achieving your goals and maintaining your lifestyle.
    Preserving & Transferring Wealth
    Through careful trust and estate planning, we can help ensure your wealth is preserved and distributed according to your wishes.
    401(k) Rollovers & IRA Transfers
    We make it easy to rollover your old 401(k) or other employer-sponsored retirement plans into a new 401(k) or IRA.
    Funding a Child's Education
    Preparing for your child’s future? We can help set up a variety of funding plans that work with your budget and lifestyle — including 529 College Savings Plans.
    Stock Option Planning
    Let us be your resource for employer stock options, assisting you in timeframe for exercising this benefit.
    Charitable Organizations
    We offer asset management and stock gifting services, along with streamlined settlement services for charitable organizations.
    Stockpile - Stock Giving
    In partnership with Stockpile, you can easily give, buy or redeem stock. You decide how much you want to purchase, in amounts ranging from $1.00 up to $1,000.
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    Contact Us Today

    For more information, call us at (800) 851-8549, set up an appointment or use our contact form. You can expect a response in the next 24 hours.

    Make an Appointment
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