Wealth Management at UW Credit Union

06/21/2026

Today we celebrate the dads, bonus dads, grandpas, and guiding figures who show up, support us, and make a lasting impact. 💙

06/17/2026

Our offices will be closed on Friday, June 19th in honor of Juneteenth. We wish everyone a wonderful weekend and we will be open on Monday, June 22nd.

06/12/2026

What a celebration it’s been! 🎉
As we mark a major milestone of hitting $1Billion in assets under management, one of the most meaningful parts has been opening our doors and welcoming clients into our Wealth Management locations.

Seeing such a tremendous turnout has been a powerful reminder of why we do what we do. Thank you for showing up, celebrating with us, and being part of our journey!

Just a few snaps from our celebrations in the Madison area. Our celebrations continue in the Milwaukee market later this month!

06/05/2026

Now that’s a day at the ballpark! ⚾️

During a recent Brewers game, hosted by Advisor Frank Mularz, one special guest from our suite got the opportunity of a lifetime. Frank's client, Brandon Lorenz requested his son, Oscar, to deliver the game ball to the pitcher!

Moments like these are what make client experiences truly unforgettable. Go Brew Crew!💙

Photo: Top Left - Lorenz Family, left to right; Oscar, James and Brandon

05/29/2026

🎓 It’s National 529 Day (May 29)! 🎓
Saving for education is an investment in opportunity. Today, Wisconsin recognizes 529 College Savings Plan Day, highlighting how 529 plans can help families prepare for future education and career training from college and technical school to apprenticeships.

📌 Why it matters: Planning ahead can help reduce reliance on student loans and keep more options open for the future.
If you’d like to learn how a 529 plan could fit into your overall financial strategy or which options may be right for your family reach out to us!

Here's a crash course on saving for college.

05/22/2026

Our offices will be closed on Monday, May 25th in honor of Memorial Day. We will re-open for normal business hours on Tuesday, May 26.

05/10/2026

Grateful for the mothers, grandmothers, aunts, and sisters in our lives. We love our moms!💐

05/08/2026

Why Estate Planning? ❤️ Because taking care of your loved ones starts with a plan.

Join us for this webinar to learn how estate planning helps ensure your wishes are followed and your family is protected. We’ll discuss what can happen without a plan, why outdated documents can cause problems, and how changing laws and beneficiary choices could impact those you leave behind.

📅 Don’t wait - peace of mind starts now.
Register now for May, 13 at Noon: bcdef239-1d64-4585-9919-7eaa7b11cea4@41b430cd-7b81-41fa-a8d4-ce5c797bdc5c" rel="ugc" target="_blank">https://events.teams.microsoft.com/event/bcdef239-1d64-4585-9919-7eaa7b11cea4@41b430cd-7b81-41fa-a8d4-ce5c797bdc5c

05/06/2026

We always enjoy sharing knowledge! A couple weeks back, our Milwaukee Financial Consultant, Andrew Kroll, presented to Johnson Controls retirees on Roth conversions and retirement tax strategies 🧠💼.
We’re happy to help educate our community and empower people to get even more out of their retirement 💪✨Contact us today to see how we can assist you!

05/04/2026

🎉 We’ve reached $1 billion in assets under management! 🎉
This achievement reflects years of steady growth and, more importantly, the trust our clients place in personalized, advisor-led guidance rooted in their best interests. From first homes to funding education and planning for retirement, we’re grateful to be here for every step.
Read more about this milestone 👇
https://www.uwcu.org/news/members/wealth-management-milestone

💼 Interested in working with us?
Contact us today to see how we can help.