BCU Wealth Management
for your financial well-being
Helping our members grow their wealth since 2002
BCU Wealth Management is a full-service boutique investment firm that helps individuals and large organizations create customized financial planning solutions.
Launched in 2002, BCU Financial Group’s investment arm offers comprehensive financial services, including financial, retirement, education, estate planning, and other investment solutions.
>20 years
Financial expertise
700+
Yearly clients
Our guiding principles
Purposeful Growth
We create prosperity through strategic investments and understanding our clients' goals.
Excellence-Driven
Our commitment is to provide superior performance and solutions that surpass industry standards.
Integrity And Transparency
We prioritize transparency and open communication to build lasting relationships.
Our mission is to guide every client's wealth journey with care, turning aspirations into achievements.
Max Trojan
Wealth Manager
Partnership That Expands Horizons
Since 2018, BCU Wealth Management has partnered with Raymond James Ltd. to offer you a wider range of investment opportunities.
Expanded investment opportunities
We have opportunity to provide our members with access to a wider range of investment products and strategies.
Enhanced expertise
Raymond James Ltd. has over 50 years of market expertise and enhances our ability to serve your investment needs.
Advanced technology and tools
Access to the Raymond James platform enables us to deliver effective investment management and tailored financial recommendations.
Build a career with BCU Wealth Management
Right now, we don’t have any open positions.
But don’t worry — we’re always excited to meet talented people like you!
Check back soon or drop your resume at [email protected] — we’d love to stay in touch.
Need help? Connect with us
Mon-Fri 9:00am to 5:00pm