Digital Banking
Photo: Adobe Stock
June 27, 2025
Lookout Credit Union, based in Idaho, has partnered with Credit Union Wealth Group to offer wealth management services to its members. In particular, members will have access to financial advisors and other services, according to a press release.
The financial advisors will offer advice, portfolios and regular follow ups with the members. Credit Union Wealth Group will also provide an online portal and app.
“After reviewing multiple options for wealth management services for our credit union members, we were excited to partner with CU Wealth Group,” Blake Romer, chief lending officer, Lookout Credit Union, said in the release. “Their professionalism, expertise, and user-friendly portal has been a great way to offer custom wealth management products to our members and promote their financial health and well-being.”
