Wealth Management

Imagine your greatest goals within reach.

At US Community Wealth Management we are committed to helping our clients turn their aspirations and financial dreams into realities. Our dedication is firmly rooted in our goal to provide high-quality, comprehensive financial services in an atmosphere that allows us to get to know you better – your family, your business, your financial goals and your investment needs.

Through our consultants’ partnership with LPL Financial, our clients have access to a wide array of financial products, including services such as professional money management, retirement and education planning, and investment products including stocks, bonds, mutual funds, annuities and insurance products. LPL Financial is a leading provider of investment and insurance programs to financial institutions across the country, and is a registered broker/dealer and a FINRA member firm.

Check the background of this firm on FINRA’s BrokerCheck.


US Community Wealth Management Products and Services:

Asset Management

Retirement Planning
Investment Planning
529/College Planning
Estate Planning

Insurance Planning

Whole Life
Simple Issue

Financial Planning

Personalized Planning
Business Planning

A Message from Our Wealth Management Team

US Community Wealth Management

The investment climate has never been more exciting or more challenging than it is today – which is why we believe a relationship with a trusted financial advisor is critically important to navigating these times in the market.

Building long-term relationships allow us to provide the right service at the right time because we know our clients and their situation. It’s through education and consistent communication that we’re able to create a tailored financial plan for each client and keep them on their path toward success.

To learn more about these and other investment tools, come by one of our branches or contact US at 615-256-8712. You can also contact a representative by filling out the Contact US form below.

Contact US Community Wealth Management

Never E-mail your account numbers, PIN, or social security number. E-mail is NOT SECURE. Use our home banking product to send us secure information. If you can’t access our home banking site, call us, fax us or send us an E-mail with your name and phone number only. Contact us immediately if you ever suspect fraud, or receive suspicious E-mails or phone calls about your accounts.

"*" indicates required fields


Do not submit sensitive information through this form.

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. US Community Credit Union and US Community Wealth Management are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using US Community Wealth Management, and may also be employees of US Community Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, US Community Credit Union or US Community 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

FINRA (www.FINRA.org)
SIPC (www.sipc.org)
This site is designed for U.S. residents only. The services offered within this site are available exclusively through our U.S. registered representatives. The LPL Financial registered representative associated with this page may only discuss and/or transact securities business with residents of the following states: Tennessee (TN).