As you create an investment strategy to reach future goals, you have specialty options through Suffolk Wealth Management.
Portfolio Management with a Digital Solution
Turn artificial intelligence into tangible results.
Blend robo-investing with advisor-assisted strategies.
Choose Guided Wealth Portfolios and Model Wealth Portfolios
Build up wealth for the future
Save for retirement and college expenses
Whether you seek a steady approach to retirement savings, a collection or aggressive investments or something in between, you'll benefit from our professionally managed portfolios. Choose an online approach or work closely with a Suffolk Wealth Management advisor who will take time to understand your current situation, financial goals, risk tolerance and everything related to your investment strategy.
Guided Wealth Portfolios: Grow your future with professional expertise and the convenience of online investment management. Monitor your account's activity, track performance, and update your individual plan, all in a personalized website portal.
Advice for your ahead.
Securities and advisory services offered through LPL Financial, a registered investment advisor, member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. Suffolk Credit Union and Suffolk Wealth Management are not registered broker/dealers and are not affiliated with LPL Financial. The investment products sold through LPL Financial are not insured Suffolk Credit Union deposits and are not NCUA insured. These products are not obligations of the Suffolk Credit Union and are not endorsed, recommended or guaranteed by Suffolk Credit Union or any government agency. The value of the investment may fluctuate, the return on the investment is not guaranteed, and loss of principal is possible.
The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: New York