Wealth Management

Financial guidance you need from people who care

When you need additional support for your finances, our Wealth Management group can give you the trusted solutions and advisory services you need to build and maintain your assets.

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Why choose RBFCU Investments Group’s Wealth Management services?

Strategic planning

Our advisors continually review strategies to preserve and grow your wealth responsibly. They use your goals as a road map while navigating the evolving investment environment and monitoring your portfolio for optimal success.


Personalized service

RBFCU Investments Group advisors tailor a wealth management plan to fit your needs, keeping your short-term and long-term goals in mind. By understanding and prioritizing the goals most important to you, our advisors help you work toward your objectives.


Shared resources

People seeking wealth management assistance often have complex business and personal interests. Our Wealth Management team of trusted advisors can give you specialized guidance related to your needs.





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RBFCU Investments Group LLC is a wholly-owned subsidiary of RBFCU Services LLC. RBFCU Services LLC is affiliated with Randolph-Brooks Federal Credit Union (RBFCU). Securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA / SIPC, a registered broker/dealer and investment advisor. CBSI is under contract with the financial institution to make securities available to members. Trust services available through MEMBERS Trust Company, a federal thrift regulated by the Office of the Comptroller of the Currency. Not NCUA/NCUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee. Not a deposit of any financial institution. CBSI is a registered broker-dealer in all fifty states of the United States of America. CBSI-1752480-0417-0519