Cobalt Wealth Management

Investment Services, Insurance, Retirement Planning

Make your money earn its keep.

Cobalt Wealth Management can help you with investment, insurance, retirement, estate, and financial planning. Ensure your investments are appropriate for your situation.

Strategies for Your Wealth Management Needs

We help you create a personalized financial strategy based on your lifestyle goals. Using our discovery process, we work with you to build an appropriate plan that supports your objectives and then monitor it to help you stay on track. Our services and strategies include:

  • Retirement planning
  • Business strategies
  • Investment planning
  • Small business strategies
  • Estate planning
  • Insurance
  • Education planning
  • Risk management
  • Tax planning
  • Gifting strategies

 

    Contact a Financial Advisor Today

Erik Wiese
Erik Wiese
Financial Advisor 1,2;4
402-347-8894

Email Erik

Life, Disability & Long Term Care Insurance

Provide you and your family peace of mind by getting the financial protection that best suits your lifestyle.

Life insurance can provide family members with financial protection and help pay for expenses, such as living expenses, funeral expenses, medical bills, and property taxes in case of death, and can help protect your family's lifestyle.

Long-term care insurance protects your future, your retirement, and your quality of life, or that of someone close to you, from the effects of long-term care on your finances.

Disability insurance protects your most valuable asset - not your home, car or retirement account, but your ability to make a living. 
Disability insurance pays a portion of your income if you cannot work for a prolonged period due to illness or injury.

1Your Credit Union (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services.
Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html or scan the QR code below for more detailed information.

2Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates Cobalt Credit Union and Cobalt Wealth Management are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Cobalt Wealth Management and may also be employees of Cobalt Credit Union.  These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Cobalt Credit Union or Cobalt Wealth Management  Securities and insurance offered through LPL or its affiliates are:

Not insured by the NCUA



4Erik is securities licensed in NE, IA; SC, and is insurance licensed in IA and NE.

 

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