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WEALTH MANAGEMENT

available through LPL Financial

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  • 1. Approach

    Using a holistic, values-based approach, an LPL financial advisor will customize a wealth management strategy focused on your personal values and financial goals.

  • 2. Check

    Check the background and experience of investment professionals associated with this site on Finra’s BrokerCheck®

  • 3. Meet

    Chat with an LPL financial advisor or schedule an appointment for a complimentary financial review.

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Imagine the potential and we’ll help you make a plan to get there.

Account View gives you online access to your accounts, statements, secure documents, and WealthVision. It is also a great way to get access to financial proposals and advice from your financial professional.

Expand The Potential of
Your Future

Financial Planning

  • Potential to Meet Your Goals
  • Identify Your Priorities & Goals
  • Explore Personalized Options
  • Create an Obtainable Financial Strategy
Show me How it Works

Retirement Planning

  • Potential to Build a Retirement Plan
  • Develop a Strategy That Fits Your Lifestyle
  • Compare Investment Options
  • Monitor Success and Adapt to Unforeseen Changes
Retirement Planning

Ready to Retire

  • Potential to Retire on Time
  • Explore Your Retirement Possibilities
  • Evaluate Social Security, Pension Plans, & Personal Savings Options
  • Determine Asset Allocation, Health Insurance, & Long-Term Needs
I Want to Know if I'm Ready

Saving for College

  • Potential for Your Child’s Future
  • Balance College & Retirement Savings
  • Discover a 529 Savings Plan & Other Available Options
  • Prepare & Adjust for Emergencies
Show me How to Start

Estate Planning

  • Potential to Build Your Legacy
  • Evaluate Your Assets & Make Provisions
  • Understand the Legal Statutes & Income Tax Implications
  • Consider Establishing Trusts
Create my Legacy Plan

Business Investing & Insurance

  • Potential to Manage Risks & Expenses
  • Learn Proven Business Strategies
  • Establish a Business Continuity Plan
  • Assess Employee Benefit & Retirement Plans
What can I Do?
Using a holistic, values-based approach, a LPL financial advisor will customize a wealth management strategy focused on your personal values and financial goals.

 

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. WeStreet Federal Credit Union and WeStreet Wealth Management are not registered as broker/ dealer or investment advisor. Registered representatives of LPL offer products and services using WeStreet Wealth Management, and may also be employees of WeStreet Federal Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from and not affiliates of WeStreet Federal Credit Union or WeStreet Wealth Management.

The WeStreet Wealth Management site is designed for U.S. residents only. The services offered within this site are offered exclusively through our U.S. registered representatives. LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AL, AR, AZ, CA, FL, GA, KS, KY, LA, MS, MO, NE, NH, NJ, NC, OK, OR, TN, TX.

Securities and insurance offered through LPL or its affiliates are:

Not Insured by NCUA or Any Other Government Agency No Credit Union Guarantee Not Credit Union Deposits or Obligations May Lose Value