Tech CU – Silicon Valley and SF Bay Area - Tech CU
  • Wealth Management

    We serve as your strategic partner — providing the guidance you need at every stage of your financial life.

    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.

  • Investments*

    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.

    Private Banking

    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.

    Services

    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.

    Talk to Us

    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.

    See Talk to Us +
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Give Us a Call

We look forward to chatting with you.

(800) 553-0880

View Our Contact Info
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Visit Us in Person

We’re here to serve your needs in person at our San Jose Headquarters. Visit us at 2010 N. First Street, San Jose, CA 95131.
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Want More Info?

All you need to do is send us an email about what you're interested in and we’ll answer your questions.
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