Helping you pursue your life goals
Wealth Management
Get comprehensive, long-term financial planning that fully considers personal investments, tax strategies and estate planning.
Schedule a free consultation online or call us at 1-800-540-7670.
Plan for the future you envision
Whether you are an experienced investor or just starting out, a wealth advisor can support your financial goals and bring clarity to issues such as:
Be financially prepared for major life decisions like changing jobs, starting a business or staying home to care for children.
Set goals, evaluate your risk tolerance and create an income plan to help cover expenses during retirement.
Receive personal guidance about financial aid and the rules governing educational funding.
Provide your heirs with tools that may allow them to keep more of the money you have accumulated.
Work toward building a surplus for unexpected events like job loss or illness.
Guidance for your financial journey
Effective financial planning requires the time to carefully assess your circumstances and the skill to adequately guide you forward. Our wealth advisors are trained to:
- Estimate your financial needs.
- Pursue portfolio diversification.
- Keep your long-term strategy on track.
- Consider tax implications.
- Instill decision-making confidence.
Our commitment to you
As your qualified financial advocate, Mountain America Investment Services will engage with you to design comprehensive retirement strategies through:
Partnership
We will work closely with you, discussing your background, investment philosophy, needs and objectives to develop a plan that fits your circumstances. Then we’ll follow up with annual reviews and consult you at key decision-making moments.
Communication
Receive clear and timely communication so you know exactly how your money is being handled, along with the costs you may incur. We generally respond to inquiries within 24 hours.
Objectivity
You can make decisions with confidence through objective market analysis and flexible investing strategies from our knowledgeable advisors.
Organization
Work toward financial independence by organizing your financial life and alleviating the concerns that may come in today’s complex investing environment.
Put your money to work
Contact our experienced professionals by clicking the button below or calling us at 1-800-540-7670.
Schedule a consultation
Retirement Planning
It's never too early to get your ducks in a row. Let our advisors help you develop a strategy for your financial future.
Business 401(k)
Enhance the appeal of your business with a retirement plan for you and your employees.
Find an Advisor Near You
Quickly search our team of wealth advisors and schedule an appointment online.
For a list of investment products and services offered by Mountain America Investment Services, and their definitions, click here.
| Not Insured by NCUA or Any Other Government Agency | Not Credit Union Guaranteed |
| Not Credit Union Deposits or Obligations | May Lose Value |
This site is designed for U.S. residents only. The services offered within this site are available exclusively through our U.S. Investment Representatives. LPL Financial U.S. Investment Representatives may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.
Mountain America Credit Union (“Mountain America”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay Mountain America for these referrals. This creates an incentive for Mountain America to make these referrals, resulting in a conflict of interest. Mountain America is not a current client of LPL for advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html.
LPL Financial Form CRS.
