$300 Million Lookout Credit Union Partners with Credit Union Wealth Group to Offer Wealth Management Services

POCATELLO, Idaho--(BUSINESS WIRE)--Lookout Credit Union has partnered with Credit Union Wealth Group to offer financial advice and investment management services to its membership. The wealth management program provides members with access to a team of dedicated financial advisors and investment management services. The program includes: practice management, marketing, compliance, and technology. All members are invited to work with their financial advisors at their own convenience.

Members who work with the financial advisors will receive:

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

Blake Roemer, Chief Lending Officer at Lookout Credit Union, on the partnership:

“After reviewing multiple options for wealth management services for our credit union members, we were excited to partner with CU Wealth Group. Their professionalism, expertise, and user-friendly portal has been a great way to offer custom wealth management products to our members and promote their financial health and well-being.”

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About Lookout Credit Union:
Lookout Credit Union is a full-service financial institution, serving the financial needs of Idaho educators, first responders, fire fighters, police and healthcare communities, since 1952. Lookout Credit Union is passionate about making a difference in the communities they serve by empowering members with financial knowledge and supporting growth and prosperity within Idaho. From donations and sponsorships, to hands-on volunteer work through the Ranger Program, Lookout Credit Union is committed to making a difference by fostering mindful action and compassion. Lookout Credit Union consists of over 27,000 members and manages assets in excess of $300 million. For more information, contact 208.235.7100 or visit www.lookoutcu.com.

About Credit Union Wealth Group
Credit Union Wealth Group, part of Polaris Financial, is a Registered Investment Advisor that specializes in providing credit unions and banks with turnkey wealth management programs. To learn more please visit www.cuwgroup.com.

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 Lookout 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. These products are subject to investment risk, including the possible loss of principal amount invested.