{"id":1039,"date":"2022-09-12T15:05:10","date_gmt":"2022-09-12T21:05:10","guid":{"rendered":"https:\/\/www.iccu.com\/?page_id=1039"},"modified":"2026-02-03T12:38:27","modified_gmt":"2026-02-03T19:38:27","slug":"wealth","status":"publish","type":"page","link":"https:\/\/www.iccu.com\/wealth\/","title":{"rendered":"Wealth Management"},"content":{"rendered":"<section id=\"block_13533b9b23aaad1f89ad16b4e4aae9bc\" class=\"o-programs \">\n    \n            <section  class=\"o-programs__group\">\n            <div class=\"o-programs__group-inner\">\n                                <ul class=\"o-programs__grid\">\n                                            <li class=\"o-programs__grid-item\">\n                                                            <article class=\"m-program-card\">\n    <a class=\"m-program-card__inner\" href=\"https:\/\/www.iccu.com\/wealth\/planning-investing\/\">\n        <div class=\"m-program-card__main-content\">\n            <div class=\"m-program-card__image\">\n                                    <img loading=\"lazy\" decoding=\"async\" width=\"285\" height=\"115\" src=\"https:\/\/www.iccu.com\/wp-content\/uploads\/2023\/01\/Payroll-HR-Services_Hero-285x115.webp\" class=\"attachment-program-card size-program-card wp-post-image\" alt=\"Person signing documents\" \/>\n                            <\/div>\n            <div class=\"m-program-card__text\">\n                <h4 class=\"m-program-card__heading\">Planning &#038; Investing<\/h4>\n                                    <div class=\"m-program-card__description-box\">\n                        <p class=\"m-program-card__best-if\">\n                            <span class=\"m-program-card__icon\"><i class=\"fa-light fa-star-sharp\"><\/i><\/span> Best if:\n                        <\/p>\n                        <p class=\"m-program-card__description\">You want to plan for your family&#8217;s financial future. <div style=\"text-align:center;\"><img decoding=\"async\" src=\"\/wp-content\/uploads\/2025\/06\/iccu-wealth-mgt-logo.webp\" style=\"width: 150px; height: 87px;\"><\/div><\/p>\n                    <\/div>\n                            <\/div>\n        <\/div>\n        <div class=\"m-program-card__details\">\n            <span class=\"m-program-card__link a-link a-link--alt\"><span>Product Details<span><\/span>\n        <\/div>\n    <\/a>\n    <\/article>\n                                                    <\/li>\n                                            <li class=\"o-programs__grid-item\">\n                                                            <article class=\"m-program-card\">\n    <a class=\"m-program-card__inner\" href=\"https:\/\/www.iccu.com\/wealth\/private-client\/\">\n        <div class=\"m-program-card__main-content\">\n            <div class=\"m-program-card__image\">\n                                    <img loading=\"lazy\" decoding=\"async\" width=\"285\" height=\"115\" src=\"https:\/\/www.iccu.com\/wp-content\/uploads\/2023\/02\/Private-Client_Hero-285x115.webp\" class=\"attachment-program-card size-program-card wp-post-image\" alt=\"man with glasses staring out the window\" \/>\n                            <\/div>\n            <div class=\"m-program-card__text\">\n                <h4 class=\"m-program-card__heading\">Private Client<\/h4>\n                                    <div class=\"m-program-card__description-box\">\n                        <p class=\"m-program-card__best-if\">\n                            <span class=\"m-program-card__icon\"><i class=\"fa-light fa-star-sharp\"><\/i><\/span> Best if:\n                        <\/p>\n                        <p class=\"m-program-card__description\">You are seeking premier private banking with unmatched service. <div style=\"text-align:center;\"><img decoding=\"async\" src=\"\/wp-content\/uploads\/2025\/04\/icc-private-client-logo.webp\" style=\"width: 150px; height: 87px;\"><\/div><\/p>\n                    <\/div>\n                            <\/div>\n        <\/div>\n        <div class=\"m-program-card__details\">\n            <span class=\"m-program-card__link a-link a-link--alt\"><span>Product Details<span><\/span>\n        <\/div>\n    <\/a>\n    <\/article>\n                                                    <\/li>\n                                    <\/ul>\n            <\/div>\n\n                    <\/section>\n    <\/section>\n\n\n\n<div class=\"wp-block-group alignfull has-light-gray-background-color has-background\"><div class=\"wp-block-group__inner-container is-layout-flow wp-block-group-is-layout-flow\">\n<div class=\"wp-block-columns alignwide is-layout-flex wp-container-core-columns-is-layout-9d6595d7 wp-block-columns-is-layout-flex\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\">\n<div class=\"wp-block-columns is-layout-flex wp-container-core-columns-is-layout-9d6595d7 wp-block-columns-is-layout-flex\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\">\n<div class=\"wp-block-columns is-layout-flex wp-container-core-columns-is-layout-9d6595d7 wp-block-columns-is-layout-flex\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\">\n<p class=\"has-xs-font-size\">Securities offered through <strong>Osaic Institutions, Inc.<\/strong>, Member FINRA\/SIPC. Investment advisory services offered through Osaic Advisory Services, LLC and Osaic Institutions, Inc., each a registered investment adviser.<strong> ICCU Wealth Management<\/strong> is a trade name of Idaho Central Credit Union (\u201cICCU\u201d). Osaic Institutions, Inc. and Osaic Advisory Services, LLC are not affiliated with ICCU. Products and services made available through Osaic Institutions are not insured by the FDIC\/NCUA or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any bank, bank affiliate, credit union, or credit union affiliate. <strong>These products are subject to investment risk, including the possible loss of value<\/strong>.<\/p>\n\n\n\n<p class=\"has-xs-font-size\"><strong><strong>OSAIC Institutions and its representatives do not provide tax or legal advice; therefore, it is important to coordinate with your tax or legal advisor regarding your specific situation.<\/strong><\/strong><\/p>\n\n\n\n<p class=\"has-xs-font-size\">This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and\/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed.<\/p>\n\n\n\n<p class=\"has-xs-font-size\">FINRA Registered Branch Office: 1111 S Silverstone Way 5th Floor, Meridian, ID 83642<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"300\" height=\"175\" src=\"https:\/\/www.iccu.com\/wp-content\/uploads\/2025\/06\/iccu-wealth-mgt-logo.webp\" alt=\"Wealth Management logo\" class=\"wp-image-22691\"\/><\/figure>\n<\/div><\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div><\/div>\n","protected":false},"excerpt":{"rendered":"<p>Securities offered through Osaic Institutions, Inc., Member FINRA\/SIPC. Investment advisory services offered through Osaic Advisory Services, LLC and Osaic Institutions, [&hellip;]<\/p>\n","protected":false},"author":5,"featured_media":25027,"parent":0,"menu_order":50,"comment_status":"closed","ping_status":"closed","template":"product-family-page.php","meta":{"_acf_changed":false,"_searchwp_excluded":"","footnotes":""},"class_list":["post-1039","page","type-page","status-publish","has-post-thumbnail","hentry"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v26.8 (Yoast SEO v26.9) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>Wealth Management - ICCU<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.iccu.com\/wealth\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Wealth Management\" \/>\n<meta property=\"og:description\" content=\"Securities offered through Osaic Institutions, Inc., Member FINRA\/SIPC. 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