• Home
  • Offerings
    • Asset Management
    • Executive Benefits
    • Retirement Solutions
    • Funding Solutions
  • Industries
    • Individual Investors
    • Veterinarians
    • Business Solutions
    • Credit Unions
  • About
    • Our Community Focus
    • Our People
    • Disclosures
  • News & Insights
    • Blog
    • Podcast
    • Library
  • Contact
  • Account Access
  • My Guil
GSB Wealth Management
  • Home
  • Offerings
    • Asset Management
    • Executive Benefits
    • Retirement Solutions
    • Funding Solutions
  • Industries
    • Individual Investors
    • Veterinarians
    • Business Solutions
    • Credit Unions
  • About
    • Our Community Focus
    • Our People
    • Disclosures
  • News & Insights
    • Blog
    • Podcast
    • Library
  • Contact
  • Account Access
  • My Guil

Credit Unions

Expertise earned from decades of credit union industry experience.  ​

We know your business, so we bring a different thought process and methodology of doing business to the credit union industry!

As a fiduciary, we are focused on your results and providing predictable outcomes.

Your credit union’s primary responsibility is to act in the best interests of your members; As a fiduciary,  GSB Wealth Management's primary responsibility is to act in your best interests.  At GSBWM we believe transparency is the key to a value-based relationship.  As an SEC Registered Investment Adviser, you’ll deal directly with the team that develops your plan, invests and manages your assets.  We are independent and only choose the best options for your credit union. We build custom portfolios that meet your needs and objectives.  This customization is based on your ALM and Balance Sheet Strategies, helping you diversify while  accomplishing your long-term objectives. ​
GSBWM’s investment process allows for efficient dedicated portfolio models, lowering your cost of ownership and keeping to a managed result.  One you can understand.   Your portfolio may include: individually held Equities, Bonds, U.S. Treasuries, Exchange Traded Funds (ETFs), Real Estate Investment Trusts (REITs), Master Limited Partnerships (MLPs) and when appropriate hedging strategies. ​We encourage clients to access and understand the what, why and how we work.  An informed investor is our best client.
 
GSBWM can provide solutions to help your credit union recruit, retain and reward your employees and Executive Leadership with  plans including Executive Benefits plans, 401(k) programs and Asset Management to help you manage assets and risk in your balance sheet.
"When a man is sufficiently motivated, discipline will take care of itself."
​~ Albert Einstein 

Experience our Smart Simple Solutions!

Step 1: Engage a trusted partner.
Step 2: Execute a plan.
Step 3: Review results and adjust. 
Schedule a Consultation
NOT A DEPOSIT | NOT FDIC INSURED | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY | NOT GUARANTEED BY THE BANK | MAY GO DOWN IN VALUE
​The listing of any organizations should not be construed as an endorsement or a recommendation to retain GSB Wealth Management by these entities. Industry registrations, designations, recognitions, or awards should not be construed as an endorsement or a recommendation to retain GSB Wealth Management by the granting entity or any regulatory authority.
​©2021 GSB Wealth Management, LLC.  All rights reserved. Contact  |  Admin
Picture
Charles Schwab
Aspire InvestLink
Picture
Important Disclosure Information |  Privacy Disclosure | Form ADV | Form CRS
  • Home
  • Offerings
    • Asset Management
    • Executive Benefits
    • Retirement Solutions
    • Funding Solutions
  • Industries
    • Individual Investors
    • Veterinarians
    • Business Solutions
    • Credit Unions
  • About
    • Our Community Focus
    • Our People
    • Disclosures
  • News & Insights
    • Blog
    • Podcast
    • Library
  • Contact
  • Account Access
  • My Guil