Investment Management

We want what's best for your money.

Xceed Wealth Management Group brings a wealth of experience to Investment and Financial Planning. Our seasoned Financial Consultants work with you to define your short and long-term goals, and create a solid, customized investment plan to help turn your life’s dreams into realities. And you can track your investment accounts by phone, online and through monthly statements – so you always know how your money is working for you.

Once an initial strategy has been defined, our Financial Consultants help you make informed investment choices through our expansive investment platform, which includes both proprietary and third-party offerings across every market and asset class, including alternative investments.

Start the conversation.

Ready to turn your life’s dreams into realities? Talk to one of our Financial Consultants to get the ball rolling.

Learn more

You are now leaving Xceed Financial Credit Union’s website. We provide hyperlinks to other sites solely as a convenience, and they may not always function properly. XFCU does not control, nor are we responsible for the contents of, or any link within, a third party’s site. A non-XFCU site might have a different privacy policy and may provide less security than XFCU’s site. When accessing a site from here, you are responsible for confirming the identity and authenticity of any third party you visit and transact business with online. Hyperlinks from XFCU are not endorsements by XFCU of any third party, its ownership or management, products, services, information or recommendations it may offer, or any advertisers or sponsors appearing on a third party’s site.

Cancel Accept