Wealth Management - Lookout Credit Union

You have dreams, and we want to make those dreams easy to reach.

And that means helping you grow your wealth and your savings. Whether you’re saving for retirement, or want to start investing, our team can help you find the right path to get you where you want to go. Access the financial advice you need right at Lookout Credit Union.

The Lookout Advisory Team Will Help You Reach Your Goals

Your situation is unique. That’s why we have a full range of wealth management services to help you identify and achieve your dreams. So go ahead… ask us questions! We’re here for you, whether you’re just getting started or are a seasoned investor.

Financial Planning

Life happens. When it does, you need to be ready. Your advisor can help you create a personalized strategy so you’re always prepared.

Starting an emergency fund
Planning for retirement
Creating a budget
Saving for college

Investments

Your job isn’t the only way you can make money. The right investments can put more money in your pocket, and your team can help you do it! Your advisor can explain:

Stocks and bonds
Managed portfolios
Exchange traded funds
Cash management

Online Dashboard Access

Staying on top of your finances is easy when you have access to your account with the push of a button. You’ll get 24/7 access to a secure dashboard where you can manage your goals and check out your gains through:

Easy financial planning tools
Scenario planning
Portfolio details and breakdowns
Insights from your advisor
Recommendations to grow faster

Evan Kulak
Financial Advisor
Phone: (208) 741-6679
Email: Evan@cuwgroup.com

Meet with Evan

Michael McDermott
Financial Advisor
Phone: (208) 741-6682
Email: Michael@cuwgroup.com

Meet with Michael

Meet Your Lookout Advisory Team

As financial advisors, we tailor our services to your unique needs, ensuring you thrive. Collaborating closely, we assess your current financial status and future goals. With your best interests at heart, we empower you to make informed financial decisions.