Wealth Management

Suncoast Trust Services is a partner you can trust to make sure that the money you worked so hard for is managed with expertise and care. Our team can help you create strategic wealth management goals with personalized attention and outstanding service.

Wealth Management

The proper management and protection of wealth requires understanding complex financial matters — and who you choose to help you is important. Suncoast Credit Union, in partnership with Members Trust Company, is here to help guide you. We come equipped with more than 25 years of experience and a team of attorneys, CPAs, CFAs and CFPs, not to mention the expertise of managing more than $4 billion in assets.1

Wealth Management Services

Managing wealth requires strategy, expertise and diligent oversight. Our team of institutional quality money managers and investment strategists offer more than 75 years of combined experience. They analyze financial markets, research options, develop a strategy and monitor accounts regularly to ensure your hard-earned money is properly managed with your goals in mind.

Our wealth management services include:

Broad options: stocks, bonds, ETFs and mutual funds
Multiple strategies: strategic, tactical, growth, income, capital preservation, ETF, tax efficiency
Experienced, professional management
Risk management
Tax sensitive management techniques
Rebalancing and monitoring

Getting Started with Business Succession Planning

When developing a succession plan for your business, you must make many decisions. Should you sell your business or give it away? Should you structure your plan to go into effect during your lifetime or at your death? Should you transfer your ownership interest to family members, co-owners, employees or an outside party?

Learn more about business succession planning so you can determine what’s best for your business.

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Wealth Advisor Team

Managing and protecting wealth requires knowledge of complex financial matters. In partnership with Members Trust Company, our team brings more than 25 years of experience in wealth management, a professional team of attorneys, CPAs, CFAs and CFPs, plus the expertise of managing over $4 billion in assets.

Suncoast Trust Services Team

Debbie Tucker, Trust Administrative Assistant

Debbie.Tucker@suncoastcreditunion.com

Jeanette Croley, Trust Officer

Jeanette.Croley@suncoastcreditunion.com

Workshops

Suncoast offers a variety of online and in-person workshops to members. Reserve your seats today — space is limited.

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