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Our services

Your financial life is more than a portfolio. Our wealth management services bring together planning, investing, and thoughtful guidance — helping you make confident decisions today while preparing for what’s ahead.

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Our wealth management services help you grow and protect your wealth with confidence — through personalized guidance built around your goals and every stage of life

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Personal Financial Planning

A plan that brings it all together

Allegacy Wealth Management* helps you create a personalized financial plan that brings your goals, priorities, and resources together—so you can see the full picture and move forward with clarity and confidence.

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Explore our wealth management services

Personal Financial Planning*

Work one-on-one with a financial advisor* to build a comprehensive financial plan that adapts as your goals, priorities, and life change over time.

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Retirement Income*

Plan for the income you’ll need in retirement with strategies designed to support long-term sustainability, flexibility, and peace of mind.

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Protection Planning*

Explore insurance solutions that help protect your income, family, and financial foundation—so you can move forward with greater confidence.

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Private Banking

Personalized private banking solutions and dedicated support designed to simplify your financial life and meet more complex needs.

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Investment Services*

Get guidance on portfolio strategies and investment management aligned to your goals, risk comfort, and long-term objectives.

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Building Retirement*

Prepare for the future with a coordinated retirement strategy that connects your savings, investments, tax planning, and long-term income goals — designed to help you move toward retirement with clarity and confidence.

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Estate Planning*

Help ensure your legacy is carried forward according to your wishes through coordinated trust and estate planning support.

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We’re here to help

Our advisors are here to listen, answer questions, and help you take the next step—at your pace, and on your terms.

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Your questions, answered 

No, you do not need a certain amount of assets. Our advisors work with people at many different stages of their financial journey. The best place to start is a conversation about your goals and how we can support them.

Allegacy Wealth Management* looks at your full financial picture—not just investments. It brings together planning, guidance, and ongoing support across all areas of your financial life.

Yes. You will work with the same advisor over time as building long-term relationships matters to us. You’ll work with an advisor who gets to know you, your goals, and how your needs evolve over time.

Absolutely! Life changes—and your financial plan should too. Our Allegacy Wealth Management advisors revisit your strategy regularly and adjust as your priorities, timeline, or circumstances evolve.

Disclosure

*Allegacy Wealth Management provided by LPL Financial LLC

Wealth Management is a marketing term for wealth-related services available to Allegacy Financial members. Deposit products and services are provided by Allegacy Financial Federal Credit Union. 

“Allegacy Wealth Management” is the brand name used by certain employees of Allegacy Financial Federal Credit Union who provide securities, advisory, and insurance products and services offered through LPL Financial (LPL) and /or its licensed affiliates. 

Check the background of investment professionals associated with this site on FINRA's BrokerCheck.

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. Allegacy Financial Federal Credit Union and Allegacy Wealth Management ® are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Allegacy Wealth Management®, and may also be employees of Allegacy Financial Federal Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Allegacy Financial Federal Credit Union or Allegacy Wealth Management®. Securities and insurance offered through LPL or its affiliates are: 

Not Insured by NCUA or Any Other Government Agency | Not Credit Union Guaranteed | Not Credit Union Deposits or Obligations | May Lose Value

Your Credit Union (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed 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 FORM CRS