Comprehensive Wealth Management Services
The ICCU Wealth Management team offers guidance designed to support your financial goals at every stage of life. By focusing on planning, coordination, and ongoing conversations, we help you bring the different parts of your financial picture together in a clear, thoughtful way.
Plan Today.
Prepare for Tomorrow.
- Develop a personalized financial plan built around your goals, priorities, and long‑term vision.
- Incorporate retirement and tax‑aware planning considerations as part of your broader strategy.
- Stay engaged with guidance designed to adapt as your life, needs, and circumstances evolve.
Trusted Advice.
Real Support.
- Work with experienced advisors who take time to understand your full financial picture.
- Receive coordinated guidance across planning, investments, and risk management considerations.
- Build an ongoing relationship focused on clarity, confidence, and informed decision‑making.
Personalized Wealth Solutions for Every Stage of Life
Everyone’s financial journey is different. Whether you’re just starting to invest, planning for retirement, or managing substantial wealth, ICCU Wealth Management has targeted solutions to meet your needs.
Investment Management*
“I want expert advice to grow and manage my investments.”
If your goal is to build and refine your investment portfolio, our investment management services provide professional guidance and diversified strategies to support long‑term growth while managing risk.
Financial Planning*
“I want to plan for my family’s financial future.”
If you’re focused on comprehensive financial planning, including retirement and education planning, tax-efficient strategies, and charitable giving, our advisors can create a holistic plan tailored to your life goals.
Private Client
“I am seeking premier private banking with unmatched service.”
If you have complex finances or higher income and want a more personalized banking experience, our invitation-only Private Client program offers concierge service, tailored lending, and a dedicated officer to manage your everyday needs.
*Services offered through Osaic Institutions, Inc.
Exclusive Solutions for High-Net-Worth Members
For members with exceptional financial complexity or substantial wealth, ICCU offers two specialized, high-touch programs. These services are designed to provide enhanced personal attention, advanced strategies, and a coordinated approach across planning, banking, and investment services delivered through specialized teams and partners.
Private Client Banking
An invitation‑only private banking experience for affluent members who value personalized service and tailored banking solutions. You’ll work with a dedicated Private Client Officer—your personal banker—supported by a local team of specialists. Benefits may include custom lending options, exclusive Visa Infinite® rewards, and coordinated access to wealth planning and investment services through ICCU Wealth Management.
Private Wealth Services
This is a holistic wealth management program designed for high-net-worth individuals and families with more involved financial needs. With a dedicated Private Wealth Advisor as your personal guide, the service delivers comprehensive financial planning, sophisticated investment management, trust and estate planning†, business owner advisory services, and executive compensation planning. You’ll also gain access to expanded investment opportunities through our partnership with Osaic Institutions, Inc.
Contact Us
Have questions? Request more information or give us a call.
(208) 519-5847
Monday-Friday: 8:30am-5:30pm MT
icwm@iccuwealth.com
Meet the Teams
Investment & advisory services through Osaic Institutions, Inc.
Investment & advisory services through Osaic Institutions, Inc.
ICCU banking & lending specialists (ICCU Employees)
About Osaic Institutions, Inc.
Osaic Institutions, Inc. is one of the nation’s premier independent broker‑dealers, supporting financial institutions with access to institutional‑grade research, advanced investment platforms, and a wide array of investment products. Through this partnership, ICCU Wealth Advisors can offer members expanded investment opportunities and sophisticated strategies designed to support a wide range of financial goals.
Securities offered through Osaic Institutions, Inc., Member FINRA/SIPC. Investment advisory services offered through Osaic Advisory Services, LLC and Osaic Institutions, Inc., each a registered investment adviser. ICCU Wealth Management is a trade name of Idaho Central Credit Union (“ICCU”). Osaic Institutions, Inc. and Osaic Advisory Services, LLC are not affiliated with ICCU. Products and services made available through Osaic Institutions are not insured by the FDIC/NCUA or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any bank, bank affiliate, credit union, or credit union affiliate. These products are subject to investment risk, including the possible loss of value.
*Services offered through Osaic Institutions, Inc
†OSAIC Institutions and its representatives do not provide tax or legal advice; therefore, it is important to coordinate with your tax or legal advisor regarding your specific situation.
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FINRA Registered Branch Office: 1111 S Silverstone Way 5th Floor, Meridian, ID 83642