Wealth Management

Helping you reach your financial goals, no matter what they are.

You have dreams, and we want to make those dreams easy to reach. And that means helping you grow your wealth and your savings. Whether you’re saving for retirement, or want to start investing, our team can help you find the right path to get you where you want to go. Access the financial advice you need right at WyHy Federal Credit Union.



The WyHy Advisory Team Will Help You Reach Your Goals

Your situation is unique. That’s why we have a full range of wealth management services to help you identify and achieve your dreams. So go ahead… ask us questions! We’re here for you, whether you’re just getting started or are a seasoned investor.


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Financial Planning

Life happens. When it does, you need to be ready. Your advisor can help you create a personalized strategy so you’re always prepared.

  •  Starting an emergency fund
  •  Planning for retirement
  •  Creating a budget
  •  Saving for college

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Investments

Your job isn’t the only way you can make money. The right investments can put more money in your pocket, and your team can help you do it! Your advisor can explain:

  •  Stocks and bonds
  •  Managed portfolios
  •  Exchange traded funds
  •  Cash management


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Online Dashboard Access

Staying on top of your finances is easy when you have access to your account with the push of a button. You’ll get 24/7 access to a secure dashboard where you can manage your goals and check out your gains through:

  •  Easy financial planning tools
  •  Scenario planning
  •  Portfolio details and breakdowns
  •  Insights from your advisor
  •  Recommendations to grow faster




Meet Your WyHy Advisory Team

As financial advisors, we tailor our services to your unique needs, ensuring you thrive. Collaborating closely, we assess your current financial status and future goals. With your best interests at heart, we empower you to make informed financial decisions.



Evan Kulak

Evan Kulak
Wealth Advisor
307-365-6069
Evan@CUWGroup.com

Mike McDermott

Michael McDermott
Wealth Advisor
307-365-6073
Michael@CUWGroup.com



Making Wealth Management Personal

Your advisory team is ready to help. Get started planning your future today.

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Investment products and services are offered independently through Credit Union Wealth Group. Investment accounts are custodied at Interactive Brokers Group, LLC, member of FINRA/SIPC. Credit Union Wealth Group and WyHy Federal Credit Union are not affiliated. Products and services made available through Credit Union Wealth Group are not insured by the NCUA or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any credit union or credit union service organization. Products and services offered through Credit Union Wealth Group are not NCUA insured. These products are subject to investment risk, including the possible loss of principal amount invested.