CuVantis Wealth Planning, LLC Information

CuVantis Wealth Planning provides a disruptively different new model for providing investment services through credit unions. Unlike traditional commission-based providers, CuVantis offers purely non-commission, fee-based financial planning and investment management. Our tiered service model is designed to serve all credit union members while a new financial model creates the potential for a greater contribution to the credit union over time. For more information visit our website at www.CuVantis.com or email us at info@CuVantis.com. Investment advisory products and services are offered through CuVantis Wealth Planning, LLC, (“CuVantis”), a California Registered Investment Advisor. Credit Unions have contracted with CuVantis to make non-deposit investment advisory products and services available to credit union members. Investments offered through CuVantis are not federally insured, are not guarantees or obligations of the credit unions, and may involve investment risk including possible loss of principal. Investment Advisory Representatives are registered through CuVantis. CuVantis offers advisory services in the state of California and in other jurisdictions where exempted. Advisory services are only offered to clients or prospective clients where CuVantis and its representatives are properly licensed or exempt from licensure.