CU Wealth Management, A Service For Credit Union Members
At Fort Worth City Credit Union we are committed to helping our members achieve long-term financial success. Fort Worth City Credit Union works with CU Wealth Management to bring you a full service brokerage firm and financial planning services.
Financial advice to help you achieve your goals
Fort Worth City Credit Union offers an investment services program through Ameriprise Financial Institutions Group, a channel of Ameriprise Financial Services. Through on-site financial planning and investment solutions, they partner with us to help you reach your financial goals. Steve Namy and Brian Rudloff of CU Wealth Management are available at our Montgomery St. main branch location to speak with you about your financial goals.
Why work with a financial advisor?
You work hard for what you earn — and want to do all you can to make sure you save and invest wisely. A financial advisor can help you achieve your short- and long-term financial goals, whether you have one or many, as well as plan and prepare for unexpected events that might arise. Through an ongoing, collaborative relationship with an advisor, plus secure anytime–access to your accounts online, you can track your progress toward your goals anytime and receive timely advice when you need it.
A comprehensive approach
We care about what matters most to you. That’s why we’ve established a relationship with CU Wealth Management, who dedicates their practice to helping you achieve your financial goals. Together, you and your advisor will evaluate your financial life to see how it all fits. From there, your advisor will work with you to address key needs, consider tax strategies and find ways to help fill any gaps that could keep you from achieving the lifestyle you want. Through personalized financial advice, your advisor will help you prioritize what’s important today, while planning for a confident financial future.
Solutions and advice aligned to your goals
The Ameriprise Financial Institutions Group program allows us to align with the expertise and resources of Ameriprise Financial. You will have access to wide-ranging advice — from point-in-time investment recommendations and asset allocation strategies, to a comprehensive financial planning approach that covers key aspects of your financial life — to help you meet your goals. Your advisor can provide access to a broad array of solutions to meet your specific needs, including investments, insurance and annuities, personal trust services, cash and cards.
About Ameriprise Financial
For more than 120 years, Ameriprise has remained true to its vision of putting its clients' interests first. Ameriprise is passionate about helping clients live the full and rich life they’ve earned, today, tomorrow and in the future. Ameriprise has helped millions of people invest billions of dollars for what's important to them. Today, Ameriprise is a leading global financial institution, with more than $875 billion (1) in assets under management and administration. View the Ameriprise FINRA BrokerCheck listing.
Products and services available through Ameriprise
Funding education expenses
Insurance and annuities
Estate planning strategies
Retirement income strategies
Tax planning strategies
Office hours Tuesday and Thursday or by appointment
Visit ameripriseadvisors.com/steve.namy to learn more.
About Steve Namy
Earlier in his career Steve Namy helped clients achieve health and fitness goals. Since 1999 Steve has been using his talents to enhance people’s financial well being. He helps clients make informed decisions using a comprehensive, “big picture” approach to achieve financial peace of mind. He has a desired combination of analytical and coaching skills that enable him to recommend tailored, practical solutions, explain complex issues and guide clients through implementation.
Steve seeks to maximize benefits for clients by bringing investments, insurance and retirement, estate and tax planning into one plan to minimize gaps that can leave families under-prepared and under-protected. He takes a team approach and seeks to work with the tax advisor, insurance agent, attorney and other professionals whose input will enhance the integrity of the financial plan over the long term. He also strives to ensure that the overall plan is appropriate for risk tolerance and growth objectives and efficient for diversification, insurance coverage and tax purposes.
Steve holds a B.A. in Management from the University of Texas at Arlington. He holds FINRA Series 7 (General Securities Representative) and 66 (Uniform Investment Adviser - Combined State Law) licenses and is licensed to provide Group 1 life and health insurance. He enjoys playing golf and saltwater fishing and spending time with his wife, young daughter and son.
1 - Company data, as of Q1 2018
Not Federally Insured. No Financial Institution Guarantee May Lose Value
References to financial institutions are solely to indicate location.
Any financial institution referenced is not affiliated with Ameriprise Financial, Inc.
The Confident Retirement® approach is not a guarantee of future financial results.
Ameriprise Financial Planning Services are optional, offered separately, and priced according to the complexity of your case and your financial advisor’s practice fee schedule. Your fees and financial advisor may be subject to change.
Investing involves risks, including changes in value and possible loss of the entire amount invested.
Ameriprise Financial, Inc. and its affiliates do not offer tax or legal advice. Consumers should consult with their tax advisor or attorney regarding their specific situation.
Investment advisory products and services are made available through Ameriprise Financial Services, Inc., a registered investment adviser.
Ameriprise Financial Services, Inc. Member FINRA and SIPC.
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