EL SEGUNDO, Calif.– Xceed Financial Credit Union has rebranded its Investment Services group as Xceed Wealth Management Group.
The new name, which is being launched with an all-new brand identity and website (www.xceedwealthmanagement.org), better reflects the comprehensive range of products and services offered, as well as the depth and many years of investment, insurance and wealth management expertise of the group’s financial consultants, according to the credit union.
“Xceed Financial members deserve the very best investment advice to grow and protect their wealth, and they simply can’t do better than our new Wealth Management Group,” said Xceed Financial EVP Ray Shams in a released statement. “Between our experienced Financial Consultants and the major new talent we’ve recently added, members can be confident that they have not just one person, but a full team of respected experts – all working together to help them achieve their financial goals.”
The new Xceed Wealth Management Group website features what the credit union called a distinctive and sophisticated new graphic identity that complements the new brand look and feel debuted by the CU earlier this year. Its pages describe in detail the scope of services provided, from investment management, wealth planning, estate planning and wealth transfer, cash management and lending solutions for high net-worth clients, to traditional retirement, investment and education planning, as well as risk management and portfolio assessment for working individuals and families.
The site also introduces the team members, sharing their credentials and contact information.
While each financial consultant is based at one of the five Xceed financial centers around the country, they routinely perform “face-to-face” consultations and meet with members via the Xceed Xperience Center – a secure video conferencing platform that’s accessible from anywhere using a desktop computer, smartphone or tablet.