Wealth Management

Advice and insights from people you can trust

  • Financial planning services
  • Stocks, bonds and other investment tools
  • Free, no-obligation consultations
Financial planning services
Stocks, bonds and other investment tools
Free, no-obligation consultations

Together, we can help you get where you want to go

Wealth Management isn't just for the wealthy. It's for anyone who has goals and dreams - and the desire to build up their finances in pursuit of a better future. At WCCU, our experienced team can help you put together a solid portfolio, create a college savings plan, look down the road at retirement, and much more.

  • WCCU's wealth management program, MEMBERS Financial Services, is offered through CUNA Brokerage Services, Inc.*
  • Services include insurance, business and retirement planning
  • Investment tools include stocks, bonds and mutual funds

For a free consultation, contact Wealth Management Vice President Wayne Lagasse at 401.596.7000, ext. 2012, or at wayne.lagasse@cunamutual.com. Please note that email is not secure.

Westerly Community Credit Union is a full-service credit union with Rhode Island branches in Westerly, Richmond and Wakefield.

Free Credit Report Review
We can help you reach your financial goals. Start with a Free Credit Report Review at WCCU.

WCCU Cares

We care about our members, their financial needs, and our community!

*The MEMBERS Financial Services program is offered through CUNA Brokerage Services, Inc.*, a broker/dealer focused on serving credit union members. CUNA Brokerage Services, Inc. is an affiliate of CUNA Mutual Group. For more information about CUNA Brokerage Services, Inc., please visit cunabrokerage.com. MEMBERS Financial Services Financial Professionals are registered representatives of CUNA Brokerage Services, Inc. Representatives are registered, securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, which is not an affiliate of the credit union. CBSI is under contract with the financial institution to make securities available to members. Not NCUA/NCUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee. Not a deposit of any financial institution. CUNA Brokerage Services, Inc. is a registered broker/dealer in all fifty States of the United States of America. FR-2627718.1-0719-0821

Review Mr. Lagasse's background on FINRA's BrokerCheck.