Investments
The United Methodist Credit Union has dedicated financial advisors for our members! Wherever you are on your financial journey, they can help you find a clear path to realize your financial goals.
Meet your advisors below, and feel free to reach out to them with any questions by phone, email, or schedule a video conference/appointment.
Meet Your Advisors
Evan Kulak
Wealth Advisor, Credit Union Wealth Group
evan@cuwgroup.com
(202) 780-4150
Michael McDermott
Wealth Advisor, Credit Union Wealth Group
michael@cuwgroup.com
(804) 508-7876
Being your financial advisors, Evan and Michael’s priority is to understand your financial situation and prioritize your financial goals. They will work to understand your risk tolerance, time horizon, and investment preferences to establish a personalized financial plan. You can come to us with any financial questions, complex or simple.
All of our members will receive:
- A dedicated relationship with the Advisory Team
- Financial Planning Services
- Professional investment management
- Affordable pricing, no commissions, and no hidden fees
Financial Planning
Evan and Michael help you define your goal and analyze your options to develop and implement a personalized financial strategy.
- Starting an Emergency Fund
- Retirement Planning
- 401(k); IRA; Social Security
- Trusts & Wills
- Education / College Planning
- Budgeting
- Insurance Analysis
Investments
Our investment team works to determine the appropriate investment strategy based on your goals and feelings about risk.
- Managed Portfolios
- Mutual Funds
- Exchange Traded Funds (ETFs)
- Stocks, Bonds
- Cash Management
- Portfolio Reviews
Online Financial Dashboard
You will have 24 / 7 access to your own online financial dashboard where you can easily track and manage your financial goals and investments.
- Advisor insights & recommendations
- Scenario Planning
- Interactive Goal setting
- Financial Planning Tools
- Investment / Portfolio Details
- Account Actions
Account Types
- Individual
- Joint
- Custodial
- Revocable Trust
- Irrevocable Trust
- Roth
- Traditional
- Rollover
- SEP
- SIMPLE
- Beneficiary
- 401(k)
- Roth 401(k)
- 403(b)
- 457
- Health Savings Accounts (HSA)
Disclosures
Investment products and services are offered independently through Credit Union Wealth Group, an SEC registered investment advisor. Credit Union Wealth Group and The United Methodist Credit Union are not affiliated. Products and services made available through Credit Union Wealth Group are not insured by NCUA or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any credit union, credit union service organization, or credit union affiliate. These products are subject to investment risk, including the possible loss of the principal amount invested.
Equal Housing Lender - We do business in accordance with the Federal Fair Housing Law and the Equal Housing Opportunity Act.
