WEALTH MANAGEMENT SERVICES

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When it comes to planning for your financial future and dealing with everything from college planning to retirement planning, or even estate strategies, it helps to have someone who's experienced and knowledgeable by your side. The Central Willamette Wealth Management Services team works closely with Central Willamette Credit Union members to provide them with strategies catered to their unique needs.

Personalized Investment Strategies

Our Wealth Management team is here to guide you. We'll work with you to craft a personalized roadmap to address your financial goals, and help you navigate any bumps along the way. We specialize in:

  • 401k Rollover Services
  • IRAs
  • Mutual Funds
  • Stocks & Bonds
  • Annuities
  • Managed Accounts
LEARN MORE ABOUT LPL FINANCIAL LPL FINANCIAL RELATIONSHIP SUMMARY

Financial Professional Profile

Aaron Wolgamott is a Registered Representative of LPL Financial and a licensed insurance agent.

Financial Advisor

Contact Aaron to get started today!

Toll-Free | (541) 918-7553
Email | [email protected]

Central Willamette Wealth Management Services
located at 645 Waverly Drive SE Albany, OR 97322

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Disclosures

Securities and advisory services are offered through LPL Financial (LPL). A registered advisor and broker/dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Central Willamette Credit Union and Central Willamette Wealth Management Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Central Willamette Wealth Management Services, and may also be employees of Central Willamette Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Central Willamette Credit Union or Central Willamette Wealth Management Services. Securities and insurances 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 site may only discuss and/or transact business with residents of the following states: OR, IL

Central Willamette Credit Union ("Financial Institution") provides referrals to financial professionals of LPL Financial LLC pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution for 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