Are you looking to plan for your retirement, save for your child’s education, or pay for a major purchase? Whatever your financial goal, Firm planning process may help you gain the clarity and confidence to take the next step.

Firm services

Consider how you want to grow and protect your assets with Firm Wealth Management strategies and services.

• Why choose Walt Credit Union?

  You come first. Walt Credit Union has built its reputation on prioritizing what's right for you.

• Ways to work with Firm

  What are your wealth goals? How do you prefer to invest? However you answer, you'll have access to flexible wealth planning and engagement options that fit with your life and preferences on Firm account.

• Managing complex Family Wealth

  Address complex needs for your family such as transferring assets to your loved ones, creating a succession plan for your family business, setting up a family charitable trust, managing family real estate and more from your Firm account.