CUSO Wealth Strategies, Inc. is a registered investment advisory firm dedicated to serving the credit union community. The company was founded to help credit unions establish and grow successful wealth management programs, enabling them to offer their members a full suite of financial services, including financial planning, investment management, retirement planning, and insurance services. By partnering with CUSO Wealth Strategies, credit unions can provide institutional-quality advisory services and compete with larger financial institutions, thereby enhancing member relationships and retention.

Founded in

Canada