Mission Statement
To provide objective and unbiased value-added consulting services related to wealth management, investment management, financial planning and financial wellness for credit unions, better enabling them to improve the financial lives of their members by proactively helping members to achieve their most important financial goals.
Consulting Services for Credit Unions
Customized Consulting Engagements - Wealth Managment and Financial Wellness
Wealth Management Consulting
Wealth Management Program Consulting
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Start-up Program Planning​
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Existing and Potential Vendor Reviews
Financial Wellness Services Consulting
Internal Resource and Services Review​s
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Existing and Potential Vendor Reviews
Lifelong "Financial Wellness For All" Strategy Development
Cradle-to-Grave Services Strategy Development​
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Service Delivery Methods Review
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Vendor Reviews
Hello
My name is Sheldon Reynolds
Leverage my experience and expertise when you have important wealth management or financial wellness decisions to make for your members. With over three decades of financial services experience, including serving as President of Financial Wellness at a large credit union and Vice President Trust and Investments at a multi-credit union wealth management CUSO, I can help guide your credit union through the decision making process.
