Wealth Management & Investment Services

Clear guidance for the future.
As invested as you are.

Investments and Financial Planning, Made Personal

If the world of wealth management feels overwhelming, we get it—and we’re here to demystify it. For too many people, investment firms have seemed like an exclusive club, and financial planning an out-of-reach milestone. First Eagle experts open new doors with guidance that leaves you feeling confident, secure, and ready for the future.

You can receive:

Advice & guidance from a dedicated financial advisor
Investment portfolio based on your goals, time horizon, and risk tolerance
Periodic check-ins to review your financial situation & investments
Online portal & mobile app to view your investment plan & portfolio

From your first investment through retirement, we are here to help regardless of your level of wealth. We adhere to the fiduciary standard of care, meaning our advisors are required to act in your best interests.

Speak with a member of the investments team today or schedule a complimentary appointment!

Think You’re Not Ready to Invest?
Think Again

As a First Eagle owner-member, you already have access to a top team of wealth management professionals who are here to help move you forward—not meet pushy sales quotas.

You don’t need to be “wealthy” to start building wealth
Get guidance from experts that double as neighbors
No confusing jargon here—just crystal-clear answers
Affordable plans designed to work for your life
Your first consultation is free, so why wait?

Services That Stick With You For Life

Financial Planning

From your sources of income to your long-term dreams, every aspect of your financial life is unique. That’s why we look at the big picture of your individual goals, and build a personalized, realistic path forward that fits your needs.

Let’s bring it all into focus:

Investments

Need a larger amount for a bigger project? Want to book that dream vacation you’ve been budgeting for, without the credit card guilt? We want that for you, too! Let the team at First Eagle fast-track a personal loan today.

If you’re ready to take the next step in watching your money grow, there’s no better time to start than now. Our hands-on investment management and guidance is designed to give you hands-off progress, peace of mind, and personalized options at every step of the way.

We partner with you to:

Understand Your Finances | Outline Your Objectives | Build a Strong Portfolio | Take Advantage of a Range of Safe-to-High-Risk Strategies | And Much, Much More

Credit Union Wealth Group offers investments in mutual funds, stocks, bonds, and exchange-traded funds (ETFs) as well as managed portfolios.

24/7 Insight: Your Online Financial Dashboard

Once you’ve partnered with an advisor, you’ll have the ability to track and manage your goals and investment details when it’s convenient for you. Our online financial dashboard provides your account details along with financial planning and interactive goal-setting tools.

It’s like having your entire financial picture in your pocket—updated in real-time, available whenever you need it.

Meet Your Dedicated Financial Advisors

Evan Kulak and Michael McDermott are ready to help you with financial planning and investment management, always keeping your best interests in mind along the way.

Book a quick 7- or 15-minute chat online below, or call to set up your free consultation with a First Eagle expert:

Quick Answers to Common Questions

Do I really need a financial advisor?

Not everyone does. But if you’re unsure about retirement planning, confused about investing, facing a major life change, or just want someone to check your thinking—yes, professional guidance can save you from costly mistakes and help you reach goals faster.

What's the difference between financial planning and investment management?

Financial planning looks at your whole picture: budget, insurance, debt, savings goals, retirement. Investment management focuses specifically on how to invest money you’ve already saved. Many people benefit from both.

How much money do I need to get started?

There’s no minimum to schedule a consultation. Investment account minimums vary based on the strategy—your advisor will discuss this during your free consultation.

How do I know if I can trust these advisors?

Credit Union Wealth Group advisors are fiduciaries, meaning they’re legally required to put your interests first. They’re not commissioned salespeople. Plus, they work specifically with credit union members like you.

What if I've made financial mistakes in the past?

Everyone has. That’s not a reason to avoid getting help—it’s exactly why you should. Good advisors help you move forward from where you are, not judge where you’ve been.

How often will I meet with my advisor?

It depends on your needs. Some people meet quarterly, some twice a year, some only when major life changes happen. You and your advisor will determine what makes sense.

Can I still manage my own investments?

Absolutely. Financial planning doesn’t require investment management, and vice versa. Choose the services that fit your needs.

Questions? We're here to help.

Call us at 1-800-231-2022 or visit a branch near you.

Investment products and services are offered independently through Credit Union Wealth Group. Investment accounts are custodied at Altruist Financial, LLC, member of FINRA/SIPC. Credit Union Wealth Group and Your Credit Union are not affiliated. Products and services made available through Credit Union Wealth Group are not insured by the NCUA or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any credit union or credit union service organization. Products and services offered through Credit Union Wealth Group are not NCUA insured. These products are subject to investment risk, including the possible loss of principal amount invested.