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Wealth Management

Investment Services

Education, purchasing your first home, retirement...these are just a few of the reasons why it's never too early to start investing.

WyHy's Wealth Management investment services, available through CUSO Financial Services, L.P. (CFS*), offers the convenience and benefits of a full-service brokerage to members. Our licensed CFS* Advisors can help design a financial plan to fit each individual member's needs and objectives, including:

  • Personal Financial Plans
  • 401(k) Rollover Options
  • Retirement and College Planning 
  • Long-Term Healthcare
  • Estate Planning
  • Annuities
  • Portfolio Management
  • Insurance
  • Stocks, Bonds, Mutual Funds

*WyHy Wealth Management is the marketing name for Trust services provided through MEMBERS Trust Company and non-deposit investment services provided through CUSO Financial Services, L.P. (Member FINRA / SIPC) at WyHy Federal Credit Union. Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. WyHy Federal Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.

The Securities Investor Protection Corporation (SIPC) protects customers if their brokerage firm fails. For more more information on the SIPC, please click here.



 
 C. Kendall Adams

 307.638.4203
 ckadams.cfsinvest@wyhy.org
 Cheyenne & Casper Locations
 

 


 
 
  Megan Kiatta

  307.220.3413
  mkiatta.cfsinvest@wyhy.org
  Cheyenne Location
 

Trust Services

WyHy is pleased to offer trust services in partnership with MEMBERS® Trust Company.
Our experienced team of trust professionals offer a wide range of personal trust services, including estate planning, estate settlement, and management and administration of many kinds of trusts — living trusts, trusts created by your Will, and trusts for special circumstances.

A review of your individual situation can help determine whether you could benefit from use of a trust. Call Bruce Lamborne, Trust Officer, for more information or to schedule a complimentary private consultation.


  

   Bruce Lamborne, Trust Officer
   trust services at WyHy are available
   through MEMBERS® Trust Company
   303.463.7905
   brucelamborne@gsgllc.com

*Trust services offered through MEMBERS Trust Company, a federally chartered thrift regulated by the Office of the Comptroller of the Currency, are NOT NCUA/NCUSIF insured, are NOT deposits, obligations of, or guaranteed by MEMBERS Trust Company, Credit Union, or any other affiliated entity, and involve investment risks, including the possible loss of principal. Trust Officers are appointed with MEMBERS Trust Company.