Our LPL Financial Advisors will help you pursue your short-term and long-term business goals.
Your Financial Business Partner
At iTHINK Wealth Management, we want to be your financial partner for life. Your Financial Advisor will work with you to explain different investment options and strategies that can help you pursue your business goals. Let us ensure that you’re utilizing tax-advantaged investment vehicles for your small business as well as planning for business succession when you (or others) decide to retire.
Contact An Advisor
Contact an advisor today to schedule a no-cost, no-obligation appointment to discuss your business's needs.
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker- dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. iTHINK Financial Credit Union and iTHINK Wealth Management are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using iTHINK Wealth Management and may also be employees of iTHINK Financial Credit Union. These products and services are being offered through LPL, or its affiliates, which are separate from and not affiliates of iTHINK Financial Credit Union or iTHINK Wealth Management. Securities and insurance offered through LPL or its affiliates are
| Not Insured by NCUA or any Other Government Agency | Not Credit Union Guaranteed | Not Credit Union Deposits or Obligations | May Lose Value |
The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Your Credit Union ("Financial Institution") provides referrals to financial professionals of LPL Financial LLC ("LPL") pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for Financial Institution to make these referrals, resulting in a conflict of interest. The Financial institution is not a current client of LPL for advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html