Personal Wealth Management Services

  • Private money managers or portfolio options
  • Wealth accumulation strategies
  • Wealth distribution strategies for legacy planning
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Worried about your future? Not sure you will be able to afford your child’s college tuition? Think you’ll never be able to retire? Worry no more. Generations Federal Credit Union has teamed up with SWBC Investment Services, LLC, to provide top-of-the-line wealth management services for you. SWBC’s Investment Services advisors provide incomparable wealth management services to help build a financial roadmap to help you achieve your goals.

In a wealth management program, your first step would be meeting with a SWBC Financial Advisor or Planner to determine your short, intermediate and long-term goals, while determining your risk tolerance. There is a wide choice of investment solutions to complement your personal goals. After your consultation with an advisor, you have the option of working with a dedicated financial advisor to implement products on an as-suggested basis, or you can subjectively allocate your funds as you see fit.

When you choose SWBC, your wealth management services advisors can help implement products that best fit your customized financial plan and modify them as your life events occur.

  • SWBC offers:
  • Wealth Accumulation
  • Strategies Financial
  • Planning Advisory Services
  • Fee-based Accounts
  • Private Money Managers
  • Education Savings Plans
  • Portfolio Reviews & Evaluation
  • Retirement Planning
  • Estate Planning
  • Review of Existing Trusts

We can help our investors obtain:

  •    Stocks and Bonds
  • Annuities
  • Mutual Funds
  • Roth and Traditional IRAs
  • 401(k) and 403(b) Rollovers 

 

Securities offered through SWBC Investment Services, LLC, a registered broker/dealer. Member SIPC & FINRA. Advisory services offered through SWBC Investment Company, a Registered Investment Advisor. SWBC Investment Services, LLC & SWBC Investment Company are not affiliated with this institution. Funds should not be considered a deposit of or guaranteed by this institution, may lose value and are not NCUSIF insured.

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Frequently Asked Questions:

Q. What will I need to provide when developing a wealth management plan?

A. In order to provide you with the best service and most comprehensive plan possible, we would like as much information about you as you are willing to provide. It is our job to be comprehensive, so we will definitely want to know about your personal goals, concerns, and past experiences. In most cases, we'll also want to see tax returns, wills and estate plans, business agreements, insurance documents, investment and bank statements, employee benefit statements, pay stubs and other documents you think might be useful.

Q. Do I need to have a certain income to qualify for a wealth management plan?

A. We cater to all individuals in all asset and income categories and can work to create a strategy that addresses your needs.

Q. What is your fee structure for developing and implementing a wealth management plan for me?

A. Please consult your SWBC Financial Advisor to determine a wealth management plan that works for you.

Eligibility Disclaimer

To be eligible for these products and services, you must live, work, worship, volunteer or attend school in Bexar County, Texas. Family of current members are also eligible for membership.

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