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Guided Wealth Portfolios with CorePlus Wealth Management

CorePlus Wealth Management is offering investment management solution designed to help you pursue your financial objectives. You’ll receive diversified allocations designed for you and your savings goals, and benefit from trading techniques that may increase diversification and even reduce taxes!

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Guided Wealth Portfolios combines an online portfolio manager with personal assistance and support from a professional wealth advisor at CorePlus Wealth Management.

Guided Wealth Portfolios (GWPs) is an online platform that allows CorePlus Wealth Management clients to invest online with a low starting minimum of $5,000 and low-cost, exchange-traded funds (ETFs) while working with a personal financial advisor. Whether you’re getting started or have been a longtime investor, our GWP tool develops a personalized investing plan that will help you pursue your long-term financial goals.

Guided Wealth Portfolios (GWPs) will give you a diversified portfolio curated for you and your individual investment goals. You’ll also have access to a CorePlus Wealth Management financial advisor when you need them or if you’d simply like to receive a performance overview at a glance.

A Guided Wealth Portfolios (GWPs) account is accessed online by the account holder and monitored by a CorePlus Wealth Management.

  1. To begin we’ll ask you a few questions related to your goal, timeline, funding preferences, and how you feel about taking on risk when investing. From that information, you’ll get a Guided Wealth Portfolio proposal created just for you.
  2. Once you review and approve the proposal, we’ll ask for details about your work history and investing profile to set up your account.
  3. You’ll get access to a dashboard with a comprehensive view of your investment. You can see how it’s performing, add money, or make adjustments.

Let’s find out!

Are Guided Wealth Portfolios a Fit for Me?

Guided Wealth Portfolios have been designed for individuals looking to start investing or change their current investing strategy, who value 24/7 online access to their accounts PLUS a CorePlus Wealth Management financial advisor

Open Investment Accounts Online or with a CorePlus Wealth Management Advisor.

Why Should You Invest with CorePlus Wealth Management?

Cost-effective wealth management—You don’t need to be wealthy to get started. Open your portfolio with as little as $5,000. Plus, enjoy low management costs, tax-efficient investing and tax-loss harvesting.

Intuitive, intelligent technology—Our online platform is designed with the end user in mind. View your portfolio accounts, open new accounts and make updates, anytime you want.

Professional guidance—Unlike many digital investing solutions, our guided wealth portfolios are fully supported by a team of personal financial advisors. If you have a question or need help, we’re a quick call away.

Personalized roadmap—You’ll receive an investment allocation and roadmap based on your goals, time horizon and risk preferences. Your portfolio is monitored daily and rebalanced as needed.

Holland Rajaniemi

Holland

CorePlus Wealth Management Services located at CorePlus Credit Union is staffed by Holland Rajaniemi. He can help you map out a personal financial management program. Holland has experience in financial planning and will serve members well in helping them identify and achieve their financial goals.

To set a no-cost, no-obligation appointment, call Holland Rajaniemi at (860) 885-3680, or email at Holland.R@LPL.com.

Be sure to bring any documentation that will help your financial advisor understand your situation better such as account statements, tax forms, and benefit information. If married, it’s best that both you and your spouse attend. Lastly, always bring an open mind and a willingness to discuss the details of your situation.

For more information, call Holland Rajaniemi at (860) 885-3680

Keith Noyes

Keith Noyes, is an invaluable addition to the CorePlus Credit Union team. Supporting Holland in the Sales Coordinator role, and as a seasoned Credit Union Professional, Keith has garnered extensive experience across various facets of the banking industry.

Holding a B.B.A. in Finance from Radford University, Keith is driven by a mission to enhance financial literacy and independence for others. Beyond his financial expertise, Keith is a skilled gamer specializing in strategic games.

Eager to assist you in achieving your financial goals, Keith brings enthusiasm and commitment to provide members with the best possible service and results. 

Contact Keith Noyes, Sales Coordinator at knoyes@coreplus.org.

CorePlus Wealth Management is Ready To Help:

• Roll over your 401(k), 403(b) or pension plan if you’ve changed jobs**

• Develop a savings and investment plan

• Create a comprehensive retirement income plan

• Manage your investments

• Protect your family with life insurance or long-term care insurance

• Save for college education costs

Can the MEMBERS Financial Services Program help me with retirement planning?

Yes, whether you are already retired, getting ready to do so or are just beginning to save for retirement, our program has sophisticated planning software and a wide array of investment products to help you fund the retirement lifestyle you’re seeking. We believe everybody has a unique vision of their retirement years and we help you manage your investments to support that vision.

**Prior to requesting your rollover from your employer sponsored retirement account to an Individual Retirement Account (IRA) you should consider whether the rollover is suitable for you. There may be important differences in features, costs, services, withdrawal options, and other important aspects between your employer sponsored retirement account and an IRA.

Are you interested in meeting with a CorePlus Wealth Management representative?

Disclaimer

Holland Rajaniemi is a financial advisor with, and 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 licenses affiliates. CorePlus Credit Union (CPCU) and CorePlus Wealth Management are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using CorePlus Wealth Management, and may also be employees of CPCU. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, CPCU or CorePlus Wealth Management. Securities and insurance offered through LPL or its affiliates are:

Not Insured by FDIC or Any Other Government AgencyNot Bank GuaranteedNo Bank Deposits or ObligationsMay Lose Value

CorePlus Credit Union (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.

The LPL Financial registered representative(s) associated with this website may 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.

LPL Financial Form CRS