CU Wealth Essentials

Empowering you to reach your financial goals.

Where are you in your personal finance journey?

Whether you’re a personal finance pro or just starting out on your journey, we have you covered. Get started with personal finance basics or dig into the latest market news and insights from around the globe.

Personal finance basics

Managing your money effectively is a fundamental skill that can empower you to achieve your financial goals, whether it’s saving for a dream vacation, buying your first home or preparing for a comfortable retirement. No matter where you are on your financial journey, we’re here to help you with the core principles.

Market news & insights

In today’s fast-paced and ever-changing world of finance, staying informed and making data-driven decisions is key. Whether you’re a seasoned investor, a business professional, or simply someone with a keen interest in the financial world, we’re here to help you stay up-to-date on market trends and economic developments.

Ready to take the next step?

Our approach is simple. We care about people, not products.

Our team of experts is ready to get to know what matters most to you and to answer any questions you may have about financial planning.

Discuss your goals with an advisor