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Your advisor will work with you to develop a specific investment program personalized for you. They will identify your financial goals, implement an individualized financial program, and review your portfolio’s performance.
We will work with you to develop a specific investment program personalized for you.
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Your advisor will take the time to learn your goals and work with you.
Meet your advisor
We will help you build a plan to protect your future and shape your legacy.
Discover SPIRE Wealth Management
Talk with your advisor today! Your advisor can meet with you in person at a SPIRE branch or over the phone to help design the best plan for you and your goals.
Book an Appointment
Let us provide you the guidance and support to obtain your retirement goals.
Let us help you create the future you envision for yourself and your family.
Our advisors will help you set goals and provide a plan for your business' future.
It is never too early to start maximizing your savings for your child’s education.
We will help ensure your wishes are met when distributing your assets.
Your advisor will help you meet your goals through your investments.
Serving the Blaine, Coon Rapids, Elk River, and St. Cloud branches
Set a time to meet Steve
Serving the Eden Prairie, Brooklyn Center, Hopkins, Maple Grove, and Roseville branches
Set a time to meet Tom
Serving the Isle, Milaca, Mora, Ogilvie, Pine City, and Princeton branches
Set a time to meet Ryan
Serving the Eagan, Minneapolis, Vadnais Heights, Waseca, and Woodbury branches
Set a time to meet Joseph
With so many decisions on your plate, it is hard to focus on your future. This is where SPIRE Wealth Management can help. A newly developed division of SPIRE Retirement & Investment Services, SPIRE Wealth Management can assist you in all aspects of planning for your retirement.
Have a conversation with our Vice President of Wealth Management, Wendy Maczko, CRPC® about protecting your future and shaping your legacy.
Vice President of Wealth Management
Infinex Investments, Inc.
Set a time to meet Wendy
Check the background of our investment representatives on FINRA's BrokerCheck.
Investment and insurance products and services are offered through INFINEX INVESTMENTS, INC. Member FINRA/SIPC. SPIRE Retirement & Investment Services and SPIRE Wealth Management are trade names of SPIRE Credit Union. Infinex and SPIRE Credit Union are not affiliated. Products and services made available through Infinex are not insured by the NCUA or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any credit union or credit union affiliate. These products are subject to investment risk, including the possible loss of value.
Securities licensed in: MN and WI
Insurance licensed in: MN and WI
Advisory licensed in: MN and WI