Wealth Management For All
Financial Planning and Investments to help you achieve your financial goals
Whether you are just starting out on your financial journey or preparing for retirement, the Autotruck WealthMax program can help you establish a clear path to achieve your financial goals. The Autotruck WealthMax program offers a full range of wealth management services. Better still, most products contain no minimum opening balance requirements, allowing you easy entry into wealth management products and services, regardless of how much money you have available as a starting point!
Our specialized investment mixes can include:
· Starting an Emergency Fund
· Stocks, Bonds, and Mutual Funds
· Professionally Managed Investment Accounts
· Retirement Plans, 401(k), and Social Security Review
· Education/College Planning
· Cash Management
· Insurance Review
· 24/7 Online Financial Dashboard
· And Much More!
Meet Your Advisors
Evan Kulak Michael McDermott
Wealth Advisor, Credit Union Wealth Group Wealth Advisor, Credit Union Wealth Group
(502) 410-3712 (502) 410-3149
Schedule An Appointment Schedule An Appointment
Get Started opening your account today!
For members logging into their existing WeathMax account.
Investment products and services are offered independently through Polaris Financial, LLC. Investment accounts are custodied at Interactive Brokers Group, LLC, member of FINRA/SIPC. Polaris Financial, LLC and Autotruck Financial Credit Union are not affiliated. Products and services made available through Polaris Financial, LLC 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 Polaris Financial, LLC are not NCUA insured. These products are subject to investment risk, including the possible loss of principal amount invested.
Investment services provided by Polaris Financial, LLC doing business as Credit Union Wealth Group. Polaris Financial, LLC is a registered investment advisor with the U.S. Securities and Exchange Commission.
Investments in securities: Not FDIC Insured - Not NCUA Insured - No Bank Guarantee - May Lose Value.
All investing involves risk, including the possible loss of money you invest, and past performance does not guarantee future performance. Please read our Full Disclosure for important details.
The information contained in this communication is provided for general informational purposes only, and should not be construed as investment advice. Nothing in this communication should be construed as an offer, recommendation, or solicitation to buy or sell any security. Any links provided to other server sites are offered as a matter of convenience and are not intended to imply that Polaris Financial, LLC endorses, sponsors, promotes and/or is affiliated with the owners of or participants in those sites, or endorses any information contained on those sites, unless expressly stated otherwise.
Free and simple tools are available to research firms and financial professionals at Investor.gov/CRS which also provides educational materials about broker-dealers, investment advisers, and investing.