CFS* Wealth Management

Invested in your financial well-being at every turn.

We take a consultative approach to financial planning, no matter if you're just getting started or are a seasoned investor. Whether it's retirement planning, investment guidance, establishing trusts or estate planning, we can help answer your questions. Did we mention that your first consultation with our CFS* Wealth Management team is free?

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A CFS Wealth Management Advisor can help you:

  • Identify long- and short-term financial goals

  • Understand where your money is invested and why

  • Define a customized investment strategy

  • Analyze your current portfolio and investment plan

  • Review your life insurance policy and provide a free quote

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Our services are centered around you.

Individuals

Personal wealth management services.

We want you to feel confident about your financial future, and we're here to help with:

  • Investment planning

  • Personal financial planning

  • 401k consultation

  • Retirement and retirement income planning

  • Life and long-term care insurance

  • Estate planning and wealth transfer

  • College education planning

Businesses

Wealth management services for your organization.

Our team offers actionable guidance for your business, including assistance with:

  • 401k plans and other corporate retirement options

  • Key person insurance

  • Deferred compensation plans

  • Supplemental employer retirement plans

  • Insurance solutions for buy/sell agreements

  • Overhead expense insurance

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Meet our team

We can help you reach your financial goals.

With over 100 years of combined experience, we can help you define your goals and create a financial strategy to reach them. Available through CUSO Financial Services, LP ("CFS"), our Wealth Management Advisors are located along Colorado's Front Range and can meet with you in person or by phone.

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Elevations members get a free first consultation with a CFS Wealth Management Advisor.

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Online Brokerage Account

Access Member Portfolio View.

For CFS Wealth Management clients. View your statements, tax forms and more online.

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Self-Service Brokerage Account

Access eVision Online Trading.

For CFS Wealth Management clients. Trade online and access tools to manage your portfolio.

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†Investment Representatives are not estate planning attorneys or tax advisors. All estate and tax concerns should be a coordinated effort with estate planning attorneys and professional tax advisors.*Non-deposit investment products and services are offered through CUSO Financial Services, L.P. ("CFS"), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. Elevations Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members. Financial Advisors are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with, residents of other states will be made only upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.