Kitsap Credit Union Wealth Managment

To help you pursue your financial goals, LPL Financial offers a wide range of investment services exclusive to Kitsap Credit Union members.. Invest for your future with our new online platform that combines the benefits of a personal financial advisor with sophisticated technology.
Receive objective advice through an assortment of non-proprietary investment choices for an objective understanding of products and services to pursue your needs including:
Tax-advantaged investing
Retirement planning
Estate planning
Strategic Asset Management (SAM)
Model Wealth Portfolios (MWP)
Guided Wealth Portfolio (GWP)
Invest for your future with our new online platform that combines the benefits of a personal financial advisor with sophisticated technology.