Together, we can help you get where you want to go
Wealth Management isn't just for the wealthy. It's for anyone who has goals and dreams - and the desire to build up their finances in pursuit of a better future. At WCCU Wealth Management, our experienced team can help you put together a sound portfolio, create a college savings plan, look down the road at retirement, and much more.
- WCCU Wealth Management, is offered through LPL Financial*
- Services include insurance, business and retirement planning.
- Investment tools include stocks, bonds and mutual funds.
For a no-cost consultation, contact our experienced advisors.
Wayne Lagasse
Vice President of Wealth Management, WCCU Wealth Management
Richia Allen
Associate Financial Advisor, WCCU Wealth Management
Check the background of investment professionals associated with this site on FINRA's BrokerCheck.
*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. Westerly Community Credit Union and WCCU Wealth Management are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using WCCU Wealth Management, and may also be employees of Westerly Community Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Westerly Community Credit Union or WCCU 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 |
Your Credit Union (“Westerly Community Credit Union”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay Westerly Community Credit Union for these referrals. This creates an incentive for Westerly Community Credit Union to make these referrals, resulting in a conflict of interest. Westerly Community Credit Union 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.
LPL Financial Form CRS.
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.
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