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Wealth management to help you do better

INVESTMENT STRATEGIES

PENFED WEALTH MANAGEMENT

Understanding your needs to help you build your assets.

Guided by a team of dedicated professionals, we help

both members and non-members preserve, manage, 

and build their finances.



PenFed Wealth        Informative Seminar

No matter your investment needs, we provide the insights and strategies to help optimize your portfolio.

 

Explore how we can help you make
the most of your investments:

  • Federal Employee Retirement System (FERS)
  • Thrift Savings Plan (TSP)
  • 401 (k) Rollovers and IRAS**
  • Investment Planning
  • Civil Service Retirement System (CSRS)
  • College Funding
  • Tax savings and additional income***

Disclosures

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. PenFed Credit Union and PenFed Wealth Management are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using PenFed Wealth Management and may also be employees of PenFed Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, PenFed Credit Union or PenFed Wealth Management. Securities and insurance offered through LPL or its affiliates are:

 

Not Insured by NCUA or Any Other Government Agency Not Credit Union Guaranteed Not Credit Union Deposits or Obligations May Lose Value

Representatives are neither tax advisors nor attorneys. For information regarding your specific tax situation, please consult a tax professional. For legal questions, including a discussion about estate planning, please consult your attorney. The LPL Financial Registered Representative(s) associated with this site may only discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

**CHARTERED RETIREMENT PLANNING COUNSELOR (SM) and CRPC® are registered service marks of the College for Financial Planning®.

***Consult your tax advisor.

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