Tech Investment Management

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Financial And Retirement Planning

One of the most important things you’ll ever do.
Begin Financial and Retirement Planning
Trustworthy Financial Planning
Investment Services
A strategic partner to help you manage your financial future.
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Estate Planning
Preserving and transferring wealth.
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Guided Wealth Portfolio
Put your investments on semi-autopilot.
Explore Digital Investing Options
Meet Our Team
Our experienced team is looking forward to meeting you.
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Tech Investment Management Helps You Achieve Your Goals
To achieve your financial and retirement goals, you need a plan. Let our experienced Financial Advisors help you achieve your goals, whether it’s saving for retirement or for preserving wealth.

Our experienced advisors can help ensure your financial plan is in order regardless of your focus.

Investment planning.

Estate planning.

Education planning.

Charitable giving and philanthropic planning.

Plus, we can work with your legal, tax, and other financial professionals to ensure a comprehensive plan that works for your needs.
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The Tech Investment Management Difference

Whether you’re more hands-on with managing your investments, require a bit of guidance, or are comfortable with an advisor-assisted digital platform, our advisors can support you with the type of guidance that will help you meet your investment objectives.

Our advisors will meet with you and discuss just the right factors, and when to define just the right strategy. We listen to your needs, dreams, and desires, and form a plan to help you achieve them. With expert guidance from our competent financial advisory team, you’ll feel confident that your finances are in good hands.
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Achieve Your Financial Goals
Financial goals mean different things to different people. No matter where you are in your journey, we’re here to get you there with competent, personalized service and a breadth of products to help you achieve your financial goals.
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*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. Technology Credit Union (Tech CU) and Tech Investment Management are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using Tech Investment Management, and may also be employees of Tech CU. These products and services are being offered through LPL or its affiliates, which are separate entities from and not affiliates of Tech CU or Tech Investment Management. The Tech Investment Management site is designed for U.S. residents only. The services offered within this site are offered exclusively through our U.S. registered representatives. LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AZ, CA, CT, DE, FL, MD, MA, MI, NH, NJ, NY, NC, OH, PA, SC, TX, VA and WI.

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