Wealth Management

Seek to build a sound financial future, and aim to protect it

To help you pursue your financial goals, LPL Financial offers a wide range of investment services exclusive to Kitsap Credit Union members.

Receive objective advice through an assortment of non-proprietary investment choices for an objective understanding of products and services to pursue your needs including:

  • Tax-advantaged investing
  • Retirement planning
  • Estate planning
  • Strategic Asset Management (SAM)
  • Model Wealth Portfolios (MWP)
  • Guided Wealth Portfolios (GWP)

Invest for your future with our new online platform that combines the benefits of a personal financial advisor with sophisticated technology.

Get a Guided Wealth Portfolios Proposal

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 nonaffiliated entities. If you are receiving advisory services in GWP from a separately registered investment advisor firm other than LPL 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.

All investing involves risk including loss of principal. No strategy assures success or protects against loss. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk. References to tax strategies that the GWP service investment management considers in managing accounts should not be confused with tax advice. LPL Financial does not provide tax advice. Clients should consult with their personal tax advisors regarding the tax consequences of investing.