Everwise Investment Services
Wealth Management
To increase your wealth potential and work towards your goals, rely on the advice of experienced investment professionals.
You’ve worked hard for your money. Now you want to grow it into something bigger to provide for you and your family.
We'll help you pinpoint potential wealth-building opportunities and preserve it for your heirs.
Choose from an array of investment products, such as stocks, bonds, annuities, and mutual funds.
Access services and tools to help keep you on track for your financial goals.
Your destination is simple: Greater wealth. But the road to seeking it can be littered with uncertainty and various levels of risk. Navigate your journey more confidently with the experienced Wealth Management team at Everwise Investment Services. Take advantage of a high level of professional service that combines financial and investment advice, offering clear explanations about your options among stocks, bonds and other investment vehicles. Together, we'll chart a course to help you work towards your financial goals.
Securities and advisory services are 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. Everwise Investment Services and Everwise Credit Union (Everwise) are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Everwise Investment Services, and may also be employees of Everwise. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Everwise or Everwise Investment Services. Securities and insurance offered through LPL or its affiliates are:
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Not insured by NCUA or Any Other Government Agency
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Not Credit Union Guaranteed
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Not Credit Union Deposits or Obligations
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May Lose Value
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Your credit union ("Everwise Credit Union") provides referrals to financial professionals of LPL Financial LLC (“LPL") pursuant to an agreement that allows LPL to pay Everwise Credit Union for these referrals. This creates an incentive for Everwise Credit Union to make these referrals, resulting in a conflict of interest. Everwise Credit Union is not a current client of LPL for advisory services.
Please visit https://www.lpl.com/content/dam/lpl-www/documents/disclosures/lpl-financial-relationship-summary.pdf for more information.
The LPL Financial registered representative(s) 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.
LPL Financial Form CRS.