Financial Planning
Investment Advisors for Members in Delaware, Maryland and beyond
Planning Services
Are you planning for retirement? Saving for your children's education? Protecting your estate and heirs from excessive taxes? Whatever you want to accomplish, our Planning services will help you get there with a strategy that prioritizes your needs and risk tolerance.
It all starts with us taking the time to listen to you. Then, we work closely with you to create a long-term investment plan that can be adjusted at any time to address changes in your life. We want to be your partner when it comes to reaching your major financial objectives.
- Stocks Bonds
- Mutual funds
- Asset allocation
- Professionally managed portfolios
- Estate planning
- Retirement accounts
- Annuities
Securities and Variable Insurance Products offered through Cabot Lodge Securities, LLC and Investment Advisory Services offered through CL Wealth Management, LLC, member NASD/SIPC and registered investment advisor.
Securities offered by Cabot Lodge Securities are not federally insured, are not deposits or obligations of, nor guaranteed by Tidemark Federal Credit Union. Securities are subject to investment risks including possible loss of the principal invested. Cabot Lodge Securities is not affiliated with Tidemark Federal Credit Union.
Plus, You Get Access to Our Member Premium Benefits
You Become a Member-Owner
We don't exist to enhance the wealth of our shareholders, we are member-owned. As a not-for-profit organization, we use our profits to increase Member benefits and support community causes.
Your Money is Insured & Protected
Instead of being covered under FDIC, your deposits are covered under the National Credit Union Administration (NCUA), which insures deposits up to $250,000, the same amount as the FDIC. It’s a different name but the same function.
