Wealth Management Services through
Osaic Institutions, Inc.*

A tailored approach to your specific needs

Navigating unpredictable markets requires a steady outlook guided by knowledge and experience. The Wealth Advisors at Monterra Credit Union, available through Osaic Institutions, Inc.*, prioritize your goals, helping you define and adjust them as needed while developing strategies to reach them. 


Take the first steps toward your new approach to financial planning. It all starts with a conversation to understand your goals.

At your service
Meet Our Advisors

Work with professionals who deliver personalized guidance and objective advice. 
Check the background of these financial professionals on FINRA’s BrokerCheck

Make an Appointment

Schedule a one-on-one, no-obligation meeting to discuss your financial situation. 


We work with you to determine where you are and where you want to be. Our Wealth Advisors provide detailed explanations of your options based on your risk-tolerance and financial personality. 

For every stage of life
Retirement Planning

Explore the options available as part of a diversified portfolio focused on your long-range goals. 

Estate Planning

Define your requests for distributing your wealth and trust us to see your plans through successfully. 

Tax-Advantaged Investments

Take a closer look at specialized asset classes that deliver varying tax benefits. 

College Savings Plans

Create or fine-tune your savings plan for higher education based on multiple investment options. 

Life Insurance and Long-Term Care Planning

Care for your family’s future needs by ensuring you have the proper protections in place today. 

Investment and insurance products and services are offered through Osaic Institutions, Inc., Member FINRA/SIPC. Osaic Institutions does insurance business in California as Osaic Institutions Insurance Agency. CA Agency License #OH30186. Wealth Management is a trade name of Monterra Credit Union. Osaic Institutions and Monterra Credit Union are not affiliated. Products and services made available through Osaic Institutions are not insured by the NCUA or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any credit union or credit union affiliate. These products are subject to investment risk, including the possible loss of value. 
Osaic Institutions representatives do not provide tax or legal guidance. For such guidance please consult with a qualified professional, information shown is for general illustration purposes and does not predict or depict the performance of any investment or strategy. Past performance does not guarantee future results.
Registered Representatives are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with, residents of other states will be made upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.