About Wealth Management by CommunityAmerica

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A Focus on Your Financial Peace of Mind

Wealth Management by CommunityAmerica is rooted in helping individuals, business owners and families with financial and investment planning to help them achieve a financial peace of mind. At the center of our Wealth Management practice is a focus on you, the member. We know everyone’s financial situation is unique. By understanding your goals and financial aspirations, we can craft a roadmap that can assist you in reaching them. Whether you're looking to build and preserve wealth, plan for college expenses, save for retirement or leave something for the people and organizations you care about, our Wealth Advisors are here to guide you through your short- and long-term plans to strengthen your financial health.

At Wealth Management by CommunityAmerica our philosophy is simple: We are dedicated to exceeding the expectations of our clients by providing relationship-based service, caring, ethical and can-do values, customized investment strategies, and state-of-the-art technology. We put you, the member, at the heart of everything we do — that means we always put your needs first.

So, what makes us different? No matter how big or small your financial goals are, we are here to help you build a plan to reach them. We believe that financial peace of mind is for all members, regardless of where they are in their financial journey. We do not have investment minimums, so all members can benefit from talking with a Wealth Advisor to gain insights on how to manage their financial future.

We look forward to connecting with you.

Securities and advisory services offered through Copper Financial Network, LLC (“CuFi”), Member FINRA/SIPC. CuFi is a SEC registered investment adviser. CuFi is a wholly-owned subsidiary of CommunityAmerica Credit Union. Wealth Management by CommunityAmerica is a marketing name used by CuFi. For important disclosures from CuFi, including our Form CRS, please visit here. Investment and insurance products, including annuities:

Are Not Deposits

Are Not NCUA or otherwise Federally Insured

Are Not Bank Guaranteed

May Lose Value