Tower Wealth Management is located right here at Tower Federal Credit Union. Just as you have placed your trust in Tower as a safe place to house your financial accounts, you can also trust Tower Wealth Management to manage your investments.
Our Wealth Advisors are salaried Tower employees and do not work on commission. Their services are available exclusively for Tower members, as an added benefit of your Tower membership. There are no high-pressure sales tactics or proprietary products – just objective financial advice customized to fit your short- and long-term financial goals. They are experienced in federal government retirement plans, including the Federal Employees Retirement System (FERS), Civil Service Retirement System (CSRS) and Thrift Savings Plan (TSP).
For more information about our Wealth Advisors, please visit Broker Check.
Products and Services
- NEW! Guided Wealth Portfolio (GWP). This new service combines the intelligence of a virtual online portfolio manager with the personal assistance and support of a dedicated live Tower Wealth Management Wealth Advisor.
- Investment Management
- Retirement Income Planning
- TSP Rollover Options & Guidance
- Review of Existing Investments
- Wealth Transfer Legacy Planning
- Long-Term Care Strategies
- Insurance Needs Analysis
- Brokered Certificates of Deposit
- Stocks, Bonds & Mutual Funds
- Life Insurance & Annuities
- Unit Investment Trusts (UITs)
- Exchange Traded Funds (ETFs)
- Real Estate Investment Trusts (REITs)
- Long-Term Care Insurance
We’d be happy to meet with you to discuss your financial future. Schedule your free, no-obligation consultation today. Your consultation can take place over the phone, via e-mail, or in a nearby branch – whatever is most convenient for you.
We periodically offer financial seminars for our members. Learn more.
For information or assistance, call us at 301-497-7062 or 800-787-8328, ext. 7062.
Securities and financial planning offered through LPL Financial, a Registered Investment Advisor, Member FINRA and SIPC. Insurance products offered through LPL Financial or its licensed affiliates. Tower Federal Credit Union and Tower Wealth Management are not registered broker dealers nor affiliated with LPL Financial. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AL, AK, AZ, CA, CO, DC, DE, FL, GA, HI, IN, IL, KY, LA, MA, MD, ME, MI, MO, MT, NC, NJ, NM, NV, NY, OH, OK, OR, PA, PR, SC, TN, TX, VA, WA, WV
|Not NCUA insured.||No credit union guarantee.||May lose value.|