Partners Retirement & Wealth Management

Invest in your future with Partners.

Whether you’re new to investing or ready to reevaluate your existing strategy, you’ll benefit from our full suite of wealth management offerings. Partners offers access to a holistic investment, retirement, insurance and full financial planning strategies. Are you ready to work towards economic independence and enhance your quality of life? Take a look at the investment and retirement services we offer for each stage of your journey.

Meet a Wealth Advisor

With offices in California and Florida, we have a team of Wealth Advisors to help you navigate through life’s financial challenges. We develop relationships with our clients and tailor our advice to your unique situation. We take a proactive approach to help you develop a strategy to address your financial goals and objectives, using the most efficient methods available.

Meet the Team

Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.

Retirement

Finding the right mix of tax deferred, tax-free, and taxable income is key to addressing your goals. Meet with an Advisor about IRAs and other investment options to create your optimal portfolio.

Investments

There are plenty of ways to invest your money, and we will help you determine which one is most appropriate for you.

Financial Planning

Plan for your short-term and long-term goals with us. Whether you want to purchase a home, plan for college, or retire in Hawaii, you can aim to make your financial dreams come true.

Life & Long Term Care Insurance

Prolonged illness, death or disability can cause financial devastation. Make sure you and your loved ones have the funds and support you need to get through challenging times.

Trust & Estate Planning

Estate planning is really about the living – ensuring that the physical, financial and lifestyle needs are protected when their loved ones are no longer there to provide for them.

Tax Strategies

Meet with an Advisor to determine ways to optimize your portfolio using taxable and tax-free investment strategies.

Guided Wealth Portfolio (GWP)

Explore algorithm-driven investing to build your portfolio with confidence. You'll have access to a smart, online portfolio manager while benefiting from the personalized support of Wealth Management® Advisors.

Visit the Retirement & Wealth Management Center

Unlock professional guidance. From investment and retirement to insurance and taxes, find videos, presentations, articles and more to help you understand what wealth management means to you. Plus, access calculators that can give you a jump-start on your financial planning.

partnersrwm.org

Access Your LPL Account

Visit the LPL MyAccountView site to log in and manage your investments.

Access Account

Securities and advisory services 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. Partners Federal Credit Union and Partners Retirement and Wealth Management are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Partners Retirement and Wealth Management and may also be employees of Partners Federal Credit Union.

These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Partners Federal Credit Union or Partners Retirement and Wealth Management. Securities and insurance offered through LPL or its affiliates are:

NOT INSURED BY NCUA OR ANY OTHER GOVERNMENT AGENCY

NOT CREDIT UNION GUARANTEED

NOT CREDIT UNION DEPOSITS OR OBLIGATIONS

MAY LOSE VALUE

LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Your Credit Union (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services.

Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.

Guided Wealth Portfolios (GWP) is a centrally managed, algorithm-based, investment program sponsored by LPL Financial LLC (LPL). GWP uses proprietary, automated, computer algorithms of FutureAdvisor to generate investment recommendations based upon model portfolios constructed by LPL. FutureAdvisor and LPL are non-affiliated entities. If you are receiving advisory services in GWP from a separately registered investment advisor firm other than LP or FutureAdvisor, LPL and FutureAdvisor are not affiliates of such advisor. Both LPL and FutureAdvisor are investment advisors registered with the U.S. Securities and Exchange Commission, and LPL is also a Member FINRA/SIPC.