Lookout CU & RIA Wealth Group Partner | Financial News
- Lookout Credit Union is broadening its investment management services through a new partnership with Boston-based Credit Union Wealth Group,a registered investment advisor.
- The credit union,which manages $300 million in assets,offers services including 401(k) investment options,retirement planning,financial planning,and online banking.
- Blake Roemer, chief lending officer at Lookout Credit Union, saeid the partnership followed a review of wealth management service options.
Lookout Credit Union has joined forces with CU Wealth Group to amplify its financial planning adn wealth management services, directly benefiting its members. This strategic partnership, designed to bolster member financial well-being, will seamlessly integrate CU Wealth Group’s expertise in practice management, marketing, compliance, and technology. The credit union, managing $300 million in assets, is set to expand its offerings with CU Wealth Group’s support. The collaboration aims to provide a more comprehensive experience, complementing existing services like retirement planning and online banking. CU Wealth Group, with approximately $49 million under management, brings a wealth of experience. News Directory 3 is keeping a close eye on how this evolves. Discover what’s next as Lookout Credit Union rolls out these enhanced services.
Lookout Credit Union Expands Investment Services with CU Wealth Group
Updated June 24,2025
Lookout Credit Union is broadening its investment management services through a new partnership with Boston-based Credit Union Wealth Group,a registered investment advisor. The collaboration aims to provide enhanced financial planning and wealth management options for the credit union’s members.
The credit union,which manages $300 million in assets,offers services including 401(k) investment options,retirement planning,financial planning,and online banking. The partnership with CU Wealth Group will incorporate practice management, marketing, compliance, and technology to improve the member experience.
Blake Roemer, chief lending officer at Lookout Credit Union, saeid the partnership followed a review of wealth management service options. He cited CU wealth Group’s professionalism, expertise, and user-friendly portal as key factors in the decision, emphasizing the goal of promoting members’ financial health.
CU Wealth Group, whose parent company Polaris Financial manages approximately $49 million across 658 accounts, previously partnered with California Community Credit Union in February to provide similar financial planning and investment management services.
What’s next
lookout Credit Union members can expect a wider array of investment and wealth management services in the coming months as the partnership with Credit Union Wealth Group is implemented.