Who We Are

It’s possible to pursue your dreams, especially when you have the right guidance. Whether you’re focusing on a home purchase, a comfortable retirement, college education, or practically any financial goal, Partners Retirement and Wealth Management (PRWM) is here to guide you and to help you plan for success.

Wealth Advisors

With PRWM, your financial journey is never taken alone. A trained financial consultant will craft a personal strategy based on your goals and situation. Plus you’ll have the benefit of an entire team of retirement and wealth managers who will apply their combined skills and knowledge. You can be sure we remain current with economic conditions, as we constantly review challenges and opportunities that can impact our clients. And did we mention that your first meeting is complimentary with no obligation?

LPL Financial

LPL Financial (Nasdaq: LPLA) was founded on the principle that the firm should work for the advisor, and not the other way around. Today, LPL is a leader in the markets we serve,* supporting nearly 20,000 financial advisors, and approximately 800 institution-based investment programs and 500 independent RIA firms nationwide. We are steadfast in our commitment to the advisor-centered model and the belief that Americans deserve access to personalized guidance from a financial advisor. At LPL, independence means that advisors have the freedom they deserve to choose the business model, services, and technology resources that allow them to run their perfect practice. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors, so they can take care of their clients.

*Top RIA custodian (Cerulli Associates, 2020 U.S. RIA Marketplace Report); No. 1 Independent Broker-Dealer in the U.S (Based on total revenues, Financial Planning magazine 1996-2021); No. 1 provider of third-party brokerage services to banks and credit unions (2020-2021 Kehrer Bielan Research & Consulting Annual TPM Report); Fortune 500 Company as of June 2021. LPL and its affiliated companies provide financial services only from the United States.

Partners Federal Credit Union

Partners Retirement & Wealth Management is a division of Partners Federal Credit Union.

Our History

Partners Retirement & Wealth Management was established to provide Partners Federal Credit Union Members access to financial products and services so they may manage their financial goals.

We were launched in 2007, following the merger of Vista Federal Credit Union and Partners Federal Credit Union, which formed today’s Partners Federal Credit Union. (PRWM replaced the investment and financial planning divisions that served the previous institutions.)

Over the years, we have grown into a full-service investment planning and asset management organization.