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Your path, your future
GECU Wealth Management will help

From planning for the future to navigating life’s milestone moments, GECU Wealth Management offers professional guidance to help you every step of the way.
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Experienced, knowledgeable advisors

GECU financial advisors get to know you, your needs, and your goals. With an experienced financial advisor, you'll select from an array of strategies to create a plan tailored to your priorities.

    Interactive goal tracking

    GECU Wealth Management offers tools to help you set and track your financial goals. These user-friendly resources allow both you and your advisor to update and monitor progress.

      Quality member experience

      GECU financial advisors meet you where you are. Whether starting out, planning for a life event, seeking investment guidance or portfolio management, they ensure you feel comfortable and confident with your plan.

         

        Meeting you where you are

        GECU financial advisors provide guidance, strategies, and resources to help you navigate every stage of your financial journey.
         
        Services
        Financial planning
        Create a comprehensive plan that evaluates your current financial picture and outlines strategies to fill gaps and prioritize your goals.

        Wealth management
        Develop a customized plan to manage, preserve, and invest what you’ve work hard to build.

        Investing
        Build and manage a portfolio from an array of options that’s tailored to your goals. 

        Retirement saving and income planning
        From saving for retirement to planning retirement income that lasts for your lifetime, create a plan aligned to the retirement you envision.
         
        Major life events
        Social Security
        Understand your options so you can better position your strategy.

        College funding
        Prepare for your student’s education with strategies to cover the costs and optimize your resources. 

        Healthcare and Medicare 
        Evaluate how healthcare coverage and costs can impact your financial plan and decisions.

        Long-term care
        Create a plan that considers your desires, resources, and options as well as your specific circumstances. 

        Legacy planning
        Ensure your assets are protected and transferred according to your wishes.

        Here's what to expect from your financial advisor:

        Following a structured process, your financial advisor prioritizes your best interests to help you achieve your goals.

        Consult

        Your advisor listens to deeply understand you, including: your priorities, needs, and goals.  

        Collaborate

        You and your advisor review strategies and options to create a customized plan. 

        Empower

        Your advisor will help guide you, so you feel confident in your decisions. 

        Nurture

        You and your advisor work together to review, assess, and evolve your plan regularly, as circumstances and needs change.  
        Work with a financial advisor
        Our financial advisors offer personalized consultations to help you better understand your investment options and plan next steps.
        Meet our advisors

        Contact a wealth advisor

        Complete the form below to get connected with a GECU wealth advisor.
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            Check the background of investment professionals associated with this site on FINRA's BrokerCheck. 
            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. General Electric Credit Union (GECU)  and GECU Wealth Management are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using GECU Wealth Management, and are employees of LPL. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, GECU or GECU Wealth  Management. 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 
            General Electric Credit Union provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information. 
            The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

            For additional information, please visit www.lpl.com/CRS.
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