Bragg Mutual Federal Credit Union has partnered with Credit Union Wealth Group (CUWG) to bring expanded fiduciary wealth-management services to its membership across Southeastern North Carolina and Northeastern South Carolina. The program provides members with fiduciary investment services, financial advice, trust and will services, and access to dedicated financial advisors.
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The partnership empowers Bragg Mutual FCU to deliver fiduciary advice, personalized planning, and goals-based investment management from a dedicated team of experienced financial advisors, supporting members at every stage of their financial journey.
The full-service program supports the credit union with program management, marketing, compliance, technology, and back-office support. All members are invited to work with financial advisors at their convenience. Participating members receive advice and guidance from a dedicated advisor; an investment portfolio based on goals, time horizon, and risk tolerance; periodic check-ins to review their finances; and an online portal and app to view their plans and portfolios.
Steve Foley, CEO/Manager at Bragg Mutual Federal Credit Union, on the partnership: “Serving as a Low-Income designated credit union, does not mean our members are not looking for ways to increase their net worth. This partnership helps us to fill a gap in financial resources and retirement planning for the members. CUWG meets a need from our members, as well as the credit union, by providing additional resources to meet the financial goals of our families.”
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