Who We Are

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It’s possible to pursue your dreams, especially when you have the right guidance. Whether you’re focusing on a home purchase, a comfortable retirement, college education, or practically any financial goal, Partners Retirement and Wealth Management (PRWM) is here to guide you and to help you plan for success.

Wealth Advisors

With Partners, your financial journey is never taken alone. A trained financial consultant will craft a personal strategy based on your goals and situation. Plus you’ll have the benefit of an entire team of retirement and wealth managers who will apply their combined skills and knowledge. You can be sure we remain current with economic conditions, as we constantly review challenges and opportunities that can impact our clients. And did we mention that your first meeting is complimentary with no obligation?

LPL Financial

It’s always preferable to work with the best, and PRWM works with LPL Financial, one of the nation’s leading diversified financial services companies. It’s all about transparency, unbiased advice, and no hidden agendas. Our goal is to help you pursue your goals, and through LPL Financial, your PRWM advisor has access to leading-edge tools and technology, independent investment research data, and open product architecture, so your personal wealth management program is most effective.

Partners Federal Credit Union

Partners Retirement & Wealth Management is a division of Partners Federal Credit Union, a full-service financial institution serving the financial needs of its Members worldwide. Sponsored by The Walt Disney Company, and with nearly 100,000 Members, Partners has branches on both coasts, serves Members in countries around the world, and enjoys outstanding strength and stability. For more on Partners Federal Credit Union, please visit PartnersFCU.org.

Our History

Partners Retirement & Wealth Management (PRWM) was established to provide Partners Federal Credit Union Members access to financial products and services so they may achieve their financial goals.

We were launched in 2007, following the merger of Vista Federal Credit Union and Partners Federal Credit Union, which formed today’s Partners Federal Credit Union. (PRWM replaced the investment and financial planning divisions that served the previous institutions.)

Over the years, we have grown into a full-service financial planning and asset management organization with over $250 million in assets under management. We have, in fact, enjoyed healthy growth despite challenging economic conditions, which have negatively impacted other firms.

In 2012, Partners Retirement & Wealth Management was ranked 42nd out of over 750 financial institutions (banks and credit unions), and 9th among financial institutions of $2 billion or less by LPL Financial.

*Based on total revenues as reported in Financial Planning Magazine, 1996 - 2009.

Partners Federal Credit Union and Partners Retirement & Wealth Management are not registered broker/dealers and are not affiliated with LPL Financial.