Wealth Management Division of Capitol Credit Union
- Get on track to financial freedom with CCU help
- Tackle financial planning, investments, and insurance
- Schedule a no-obligation consultation to see the unique benefits for you
Wealth Management
Why Capitol Credit Union
Explore CCU Solutions
Investment Management Experts
- Take advantage of expert retirement planning
- Connect with trusted investment professionals for a variety of needs
- Get college planning, stock, bonds, mutual funds assistance and more
Financial Planning
- Enjoy professional financial planning
- Get assistance with first time homebuying
- Obtain business owner assistance for taxes and strategic uses of wealth
Online Investing
- Everything in one place – Stocks, crypto, metals, and more—no juggling apps.
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Your way to invest – Trade yourself or let Robo do the work.
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Easy + hassle-free – Invest right from your CCU account.
