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ALEC Wealth Management

Making smart decisions now can make a big difference in your future. That's where our financial professionals can help.

Investing money is a strategy for building personal wealth potential over time.

ALEC Wealth Management offers you access to an extensive collection of investment and insurance products designed to help you plan and prepare for a more confident financial future.

Whether you’re just getting started or seeking to protect your accumulated nest egg, ALEC Wealth Management offers experience and insight to help you address your individual financial objectives — encompassing everything from your retirement and long-term health needs, to paying for college and passing along your wealth.

ALEC Wealth Management products and services include:

  • Retirement planning
  • 401(k) and pension transitions
  • Annuities
  • Life insurance
  • Long term care
  • College funding
  • Advisory services
  • Estate conservation
  • Mutual funds
  • Managed accounts

Looking for Financial Advice or Guidance?

Just as life changes, so do your financial goals. Make sure you are on track by working with ALEC Wealth Management. Our team of experienced financial professionals will work with you to help you make sound financial decisions consistent with your risk tolerance, investment time frame, and goals.

Our services include:

  • 401(k) and pension plan rollover services
  • Asset accumulation and preservation
  • Developing a savings and investment plan
  • Education funding
  • Protecting you and your family with life insurance and long-term care
  • Reviewing your current financial plan
  • Managing your investments

For more information on our services or to schedule a no-cost, no-obligation appointment with one of our advisors, please complete this form.

Upon completion, a representative will contact you within one business day.

It’s never too early to plan for the future

When it comes to the financial well-being of you and your family, it’s never too early to plan for the future. You can depend on our knowledgeable and dedicated team of investment professionals to help you every step of the way — beginning today.

Schedule a no-cost, no-obligation appointment with ALEC Wealth Management, or call 847.249.9444 or toll-free at 800.762.9988, ext. 444.

Check the background of investment professionals with this site on FINRA's BrokerCheck.

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

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. ALEC and ALEC Wealth Management are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using ALEC Wealth Management, and may also be employees of ALEC. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, ALEC or ALEC 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

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 of licensed. No offers may be made or accepted for any resident of any other state.