The Private Wealth Approach
A coordinated, advisor‑led model designed to support complex financial needs with clarity and confidence.
Comprehensive Financial Planning
At the core of Private Wealth is a goal-based, personalized financial plan that acts as your roadmap. We evaluate your entire financial life and develop strategies for retirement income, preparing for the unexpected, education funding, and other important goals. This holistic planning addresses both your short-term needs and your long-term vision, evolving with you through life’s changes. Your Private Wealth Advisor will also help coordinate with your tax and legal professionals as needed to ensure every aspect of your financial plan works together optimally.
Customized Investment Management
Private Wealth offers investment management and advisory services designed to support long‑term planning objectives. Portfolios are tailored based on goals, time horizon, and risk tolerance, with consideration given to diversification and overall strategy. Through ICCU Wealth Management’s partnership with Osaic Institutions, Inc., clients may access a broader range of investment solutions and research resources, depending on individual needs. The result is a diversified, tax‑aware investment approach that considers risk alongside long‑term objectives.
Trust & Estate Planning†
The Private Wealth team helps clients develop trust and estate strategies that address long-term family goals. Your Private Wealth Advisor and Private Wealth Advanced Planner guide you through estate planning considerations such as trust structure, tax considerations, and gifting strategies as part of a broader plan for transferring assets to the next generation. ICCU Private Wealth partners with Premier Trust, Inc., a Nevada trust company specializing in trust administration for clients who desire a professional trustee to implement their trust strategy. With thoughtful guidance, you can approach estate planning with greater clarity and confidence.
Business Owner Services
For business owners and entrepreneurs, personal and business finances are often closely connected. Private Wealth offers specialized Business Owner Services designed to help align business decisions with personal financial goals. We support planning around major transitions and liquidity events, such as business valuation, succession planning, or ownership transfer, within the context of your broader financial strategy. Your Private Wealth Advisor may also coordinate with ICCU’s business banking and commercial lending teams, when appropriate, to help ensure banking and lending considerations are aligned with your overall plan.
Executive Compensation Planning
For corporate leaders with complex compensation structures, Executive Compensation Planning provides guidance on navigating stock options, restricted stock units, deferred compensation plans, and other executive benefits. Your Private Wealth Advisor helps incorporate these elements into a broader financial strategy, considering factors such as diversification, timing decisions, and tax awareness. By coordinating executive compensation decisions with retirement, estate, and investment planning, we help executives evaluate how their benefits fit into long‑term financial priorities.
Insurance & Risk Management
Managing risk is an important part of a comprehensive financial strategy. Your Private Wealth Advisor incorporates a review of life, disability, and long‑term care insurance considerations to help assess whether existing coverage aligns with your needs and priorities. By addressing insurance and risk management as part of a coordinated planning approach, we help clients evaluate potential exposures and consider strategies that support long‑term financial objectives and family security.
Do I Qualify?
ICCU Private Wealth is an exclusive service designed for members who truly need comprehensive, long-term financial oversight. Typically, this means high-net-worth individuals or families with complex financial situations, such as multiple investment portfolios, business or real estate interests, or specialized planning needs (trusts, tax or estate concerns, etc.). If you believe you could benefit from this level of personalized wealth management, we encourage you to contact a Private Wealth Advisor to discuss your situation. Our team will be happy to assess your needs and determine if Private Wealth is the right fit for you. Whether you qualify or not, our advice is always unbiased and centered on your best interests. We succeed when you succeed.
About Osaic Institutions, Inc.
Osaic Institutions, Inc. is one of the nation’s premier independent broker-dealers, serving financial institutions and their clients with a broad range of investment solutions. As a trusted partner to ICCU, Osaic provides access to institutional-grade research, advanced investment platforms, and a wide array of products tailored to the needs of high-net-worth individuals and families. This relationship allows ICCU Private Wealth Advisors to deliver sophisticated, personalized strategies backed by the strength and scale of a national leader in wealth management.
Explore Private Client Services
Looking for exclusive banking solutions with concierge-level service? ICCU Private Client offers personalized banking, tailored lending, and integrated wealth support for high-net-worth members with more involved financial lives. Whether you need custom credit solutions, business banking coordination, or a dedicated Private Client Officer, this premium service is designed to simplify and elevate your financial experience.
Ready to Take the Next Step?
When it comes to securing your financial future, there’s no better time to start than now. Schedule a no-obligation consultation with our Private Wealth team today. We look forward to partnering with you on your journey to achieve your most important financial goals.
Your Private Wealth Team
Our Private Wealth team brings together experienced advisors, planners, and specialists who work collaboratively to support complex financial needs. Each role is designed to contribute distinct expertise, helping clients navigate planning decisions, investment strategies, and ongoing service with clarity and care.
Private Wealth Advisors
Private Wealth Advisors are registered representatives of Osaic Institutions, Inc. Investment & advisory services through ICCU Wealth Management in partnership with Osaic Institutions, Inc.
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Bob Wilson
Private Wealth Advisor
Market ManagerBoise
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Rick Wilson
Private Wealth Advisor
Market ManagerBoise
Check the background of the associated investment professionals on FINRA’S BrokerCheck.
Private Wealth Team
Advanced planning, program leadership, and advisor support. The Wealth Management Program Manager is a registered representative of Osaic Institutions, Inc.
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Aaron Williamson
Wealth Management Program Manager
Treasure Valley
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Christina Fout
Senior Advanced Planner
Treasure Valley
Check the background of the associated investment professionals on FINRA’S BrokerCheck.
Contact Us
Have questions? Contact our Wealth Management Department or a Private Wealth Advisor.
(208) 519-5847
Monday-Friday: 8:30am-5:30pm MT
icwm@iccuwealth.com
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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