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Communications from,, and are from trusted members of our TDECU Wealth Advisors family here to help you.
TDECU Wealth Advisors

TDECU Wealth Advisors

How can your money work for you?

Concerned about the market?

This year has been challenging for our investors and we want to make sure you have the most up-to-date information. Check here for our recent insights on market volatility.

Your financial dreams are our priority

We’ll help get you there — from home ownership to retirement. Our experienced Wealth Advisors can help with all your financial planning needs. As an investment client, you get access to objective, professional advice on everything from retirement planning to wealth management — tailored to your needs and goals. Whenever you’re ready to start the conversation, we are here to help. Your future. Uncomplicated.®

Our Wealth Advisors provide a full range of financial services

Whatever your financial and wealth management goals are, our Wealth Advisors can help you with our suite of services. 

Financial portfolios

Investments and savings

Retirement planning

Saving for higher education

Insurance planning

  • Life Insurance (term, universal, whole, variable)
  • Long-term care financial plans
LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial.

Ready to talk to a Wealth Advisor?

Our Advisors are ready to help you achieve more.

  • Financial planning
  • Investments and savings
  • Financial portfolios
  • Retirement savings
  • Insurance planning