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  • Investment Services

    At Tech Wealth Management, we understand that every investor has unique needs and ambitions. We take the time to get to know you and understand your goals and offer three flexible investing approaches whether you are just starting out or are a more seasoned investor. Let’s talk about what will be the appropriate fit for your financial situation. Set up an appointment today to get started.

    • We can manage your portfolio in full — making all investment decisions on your behalf based on your specific goals and using our disciplined process
    • We can provide professional brokerage advice and guidance for your investment decisions.
    • We can offer a trading platform allowing you to select and manage investments all on your own.

    Just a few of the areas where we can help you:

    Financial and Retirement Planning

    We can assist you in developing financial and retirement plans that help you achieve your goals and work with your lifestyle.

    Tax-Advantaged Investing

    Manage your taxes with tax-efficient investing.1

    Charitable Organizations

    We offer charitable organization asset management and stock gifting services, along with streamlined settlement services.

    Funding a Child's Education

    Learn about a variety of education funding options, including 529 College Savings Plans.

    Stock Option Planning 

    Let us be your resource for employer stock options education to assist you in planning when and how to exercise this compensation benefit.

    Insurance Services

    We can help protect the assets that you’ve worked hard to accumulate.

    Preserving and Transferring Your Wealth1

    Careful Estate Planning can help ensure that your wealth is preserved and distributed according to your wishes.

    Rolling Over Your 401k & IRA Transfers

    Discover the many benefits of consolidating former-company 401(k) plans and IRA assets.

     

    Contact us

    For more information, call us at 800.851.8549, set up an appointment or email us today.

    1.For specific tax advice, please contact a qualified tax professional. Neither Cetera Investment Services nor any of its representatives may give tax advice.

    *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

    View Cetera Investment Services privacy policy and other important information.

    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.

  • *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