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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, a team of attorneys, CPAs, CFAs and CFPs, not to mention the expertise of managing more than $1 billion in assets.1

Wealth Protection and Transfer

Wealth Protection and Transfer

Protecting your wealth is essential for preservation and distribution down the line. We work closely with you, your lawyers and tax advisors to review your estate plans and ensure you avoid unnecessary risk. 

Our complete list of services include:

  • Revocable and irrevocable trust administration
  • Trusts under will
  • Personal Representative
  • Custodial and guardianship services
  • Estate administration, valuation and settlement
  • Charitable giving
  • Estate Planning
  • Tax efficient wealth transfer

Learn more about Estate Planning

Wealth Management Services

investment

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
  • Experience, professional management
  • Risk management
  • Tax sensitive management techniques
  • Rebalancing and monitoring

Learn more about Suncoast Trust & Investment Services

Insurance

insurance

We care for your financial well being, as well as your personal well being. Suncoast has teamed up with Members Insurance Center to bring you the peace of mind you deserve when it comes to planning for your future. 

We offer the following plans:

Learn more about Life Insurance, Long-term Care and Annuities

Business Succession Planning

business

Suncoast's Trust & Investment Services offers business succession planning to ensure your business has a smooth, seamless transfer of ownership, while minimizing gift and estate taxes and maintaining business continuity.

Learn more about Business Succession Planning

Calculators

calc

Suncoast puts wealth management in the hands of members by offering a variety of different financial calculators — designed specifically to help make planning your financial future more approachable.

View more tools to assist you in getting a clearer view of your financial situation.