ICCU is a financial institution offering personal and business banking, lending, insurance, and wealth management services. Its Wealth Management team helps clients make informed financial decisions through personalized guidance, coordinated planning, and ongoing conversations. Advisors work to understand each client’s goals, priorities, and broader financial picture, shaping strategies that can adapt as circumstances change.

Services include investment management, financial planning, and private wealth support. Investment management offers professional portfolio guidance and diversified strategies intended to support long-term growth while considering risk. Financial planning can address retirement and education goals, tax-aware strategies, and charitable giving. Clients with complex finances or higher incomes may qualify for the invitation-only Private Client program, which includes concierge service, tailored lending, and dedicated support.

ICCU also provides estate and trust planning, business-owner services, and executive compensation planning. Wealth advisors aim to coordinate planning, investments, and risk-management considerations around each client’s needs. Investment and advisory services are offered through Osaic Institutions, Inc.; investments are not NCUA insured or guaranteed and may lose value.