Wealth Management for Customers.

Offer financial planning & investment services to your customers.

A turnkey full service wealth management program for customers.

The BWG Wealth Management Program provides your customers with financial advice and investment services from a dedicated financial advisor. Our team handles all components of the program including investment & advisory services; technology; administration; compliance; and program management. The program is free to your bank and generates recurring non-interest fee income.

Designing Your Program

We understand that you may have specific goals and objectives for your wealth program. Each program may be tailored for your bank and to best serve your customers. We may also provide best practices and guidance on how to successfully establish and grow the program. We partner with your team to design and implement a business strategy tailored to the needs of your customers.

Program Features

The Wealth Management Program encompasses all that is required to provide your credit union with a comprehensive, modern financial planning and investment management service. 

Dedicated Financial Advisors

Your bank is provided with licensed, trained, and knowledgeable financial advisors. Our advisors operate as fiduciaries, which requires them to work in the best interest of clients. Advisors provide all clients, regardless of their account size, with personalized financial planning and investment management services. Advisors work floating schedules allowing them to meet with clients during normal business hours, evenings, and/or weekends. Clients have the option of meeting with their advisor via chat, email, phone, video conference, and/or face to face.  ​

Digital Investment Portal

Clients may access their investment portal with features including: digital onboarding / account opening, interactive goal based financial planning, detailed portfolio reporting, data aggregation for held-away accounts, and a secure document center. Clients may access their portal 24/7 from their desktop, mobile, or tablet. 
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Investments

Our in-house investment team curates a range of managed portfolios across the spectrum of investment objectives, risk tolerance, values, and tax situations. Portfolios can be customized to meet the investment needs and goals of clients. Portfolios are composed of commission free mutual funds, ETFs (exchange traded funds), stocks, bonds, and/or annuities. Account types include Individual, IRAs, Joint, HSAs, and retirement plans (401(k); 403(b); 457; cash balance).

Program Benefits

Realize Additional Recurring Non-Interest Revenue

Boost Customer Loyalty

Protect Against Capital Flight
Attract & Retain Customers
Serve Entire Customer Base

View a Demo of the Client Experience ​

See how we can help you.

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Contact
​(888) 212-9940
​support@bancwealth.com
Investment services provided by Polaris Financial, LLC doing business as Banc Wealth Group. Polaris Financial, LLC is a registered investment advisor with the U.S. Securities and Exchange Commission.  
Investments in securities: Not FDIC Insured - Not NCUA Insured - No Bank Guarantee - May Lose Value.
​All investing involves risk, including the possible loss of money you invest, and past performance does not guarantee future performance. Please read our Full Disclosure for important details. 
The information contained in this communication is provided for general informational purposes only, and should not be construed as investment advice. Nothing in this communication should be construed as an offer, recommendation, or solicitation to buy or sell any security. Any links provided to other server sites are offered as a matter of convenience and are not intended to imply that Polaris Financial, LLC endorses, sponsors, promotes and/or is affiliated with the owners of or participants in those sites, or endorses any information contained on those sites, unless expressly stated otherwise.
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