BCU Wealth Management is a full-service boutique investment firm that creates customized financial planning solutions for individuals, families, businesses, foundations, trusts, and non-profit organizations. Our holistic, personal approach to wealth management considers your entire financial outlook which allows us to design an investment portfolio tailored to your specific goals.
We offer comprehensive financial advice including financial planning, retirement planning, education planning, and estate planning. BCU Wealth Management offers various investment solutions. We continuously monitor and review the progress of your investment portfolio, making sure you are receiving the maximum return on your investment.
We offer comprehensive financial advice including financial planning, retirement planning, education planning, and estate planning. BCU Wealth Management offers various investment solutions. We continuously monitor and review the progress of your investment portfolio, making sure you are receiving the maximum return on your investment.
Services
Max Trojan is a founding partner of BCU Wealth Management, responsible for its market outlook and asset allocation policy. He spearheaded the launch of BCU Wealth Management in 2002 and oversees the daily management of over $125MM in securities. Max specializes in managing investment portfolios at the retail level, providing clients with comprehensive, goals-based wealth planning.
At BCU Wealth Management we provide you with a wide range of investment solutions tailored to your unique financial goals. Whether you are a cautious investor or a risk taker, we will design a financial portfolio to best suit your needs. A bond is a form of debt with which you are the lender instead of the borrower.
Financial Planning is an ongoing process to help you make sensible decisions about your money in order to achieve your financial goals. Our investment advisors use an integrated approach that blends wealth management strategies with investment solutions to design a portfolio to meet all of your financial needs.
BCU Wealth Management hosts the BCU WM Distinguished Speaker Series featuring leading edge financial experts who share their knowledge and financial insights. The annual event provides valuable insights and learning tools for BCU WM clients and guests, and presents a learning platform for both experienced and novice investors.
BCU Wealth Management offers a range of investment solutions, including self-directed investing through Qtrade Investor. If you want to invest your money and manage your investments on your own, you can reduce fees and commissions by setting up a self-directed Qtade Investor account.
The Qtrade Investor online trading platform puts you in full control of your investments with tools and resources that will help you make well-informed decisions and invest your money with confidence.Online brokerage services are offered through Qtrade Investor a division of Credential Qtrade Securities Inc.
The Qtrade Investor online trading platform puts you in full control of your investments with tools and resources that will help you make well-informed decisions and invest your money with confidence.Online brokerage services are offered through Qtrade Investor a division of Credential Qtrade Securities Inc.
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