Building wealth means different things to different people — we understand that your situation is unique. We’ll help you identify your financial goals — and provide the guidance and exceptional service you’ll need to achieve them.
Investing is at the core of wealth management.
Because everyone has unique needs, we offer
three ways of working with us. We can manage
your portfolio in full, offer professional
brokerage advice and recommendations, or
provide a trading platform for you to select and
manage your own investments. Whatever type
or level of service you need, Tech Wealth
Management* has a solution.
Personal service and dedication: the hallmarks of
a private banking relationship at Tech CU. Your
dedicated Private Banking Manager understands
your situation, today’s realities and tomorrow’s
goals. They’ll be your primary partner —
connecting you to our experts in lending, investing,
financial planning, and trusts and estates, and
working with any of your other current advisors.
Our clients are successful, driven, and sophisticated — and many of them
appreciate the opportunity to learn more about
personal financial management and planning. We offer
educational seminars throughout the year on
relevant and interesting topics.
Great service is a hallmark of our culture. Following a thoughtful discovery process, you choose how you prefer to work with us. We can address a specific need and develop an investment strategy and customized plan for you.
It all starts with a phone call or a meeting. We invite you to contact us.
*Securities and insurance products are offered through Cetera Investment Services LLC (doing insurance business in CA as CFGIS Insurance Agency), member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC. Neither firm is affiliated with Technology Credit Union. Investments are: ● Not FDIC/NCUSIF insured ● May lose value ● Not financial institution guaranteed ● Not a deposit ● Not insured by any federal government agency. FINRA Registered Branch: 2010 N. First Street, Suite 500, San Jose, CA 95131
Financial Professionals are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with residents of other states will only be made upon compliance with applicable licensing and registration requirements. The information in this email is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.