Tech Wealth Management, the financial planning and wealth management program at Technology Credit Union (Tech CU), has hired Ryan Mitchell, a financial advisor with extensive industry experience in fee-based investment advisory services and portfolio management.

Prior to joining Tech Wealth Management, Mitchell helped launch the first fee-based financial advisory programs at E*Trade.

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Tech Wealth Management has been steadily building its advisory team to accommodate significant investment services growth. Financial advisors offer a range of brokerage and investment management solutions through Cetera Investment Services, part of the Cetera Financial Group, which is one of the nation’s largest privately held broker-dealer and registered investment advisor families.

Rebecca Matteson Nelson, SVP and registered representative, Tech Wealth Management, said: "We’re very excited Ryan has joined our team with his broad investment background and expertise. He’s charged with growing our fee-based investment advisory platform, which gives our clients yet another option for ongoing money management — helping us to further develop those important long-term relationships."

With the fee-based investment advisory service, both member and non-member clients can work with a Tech Wealth Management Financial Advisor to manage their investments for a quarterly fee based on a percentage of assets under management.

Those who have a portion of their investable assets held at another financial institution can also benefit from Tech Wealth Management’s advanced financial planning and advisory services.

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Mitchell said: "It’s about choice and convenience. Not everyone wants to plan for the future in the same way, or perhaps some clients have assets held at a few different financial institutions. We accommodate each person’s unique circumstances. I think our clients appreciate the fact that they can choose to plan and execute on their investment strategy in whatever way works best for them."

In addition to receiving guidance on investment planning, Tech CU members can also consult an advisor on everything from individual retirement planning to saving for a child’s education to preserving and transferring wealth.

Tech Wealth Management also provides a comprehensive set of solutions for growing a business, preserving assets with insurance services, rolling over a 401(k), and more.

Matteson Nelson said: "Investment services are one piece in the larger picture of a person’s overall financial needs. We create an integrated set of flexible and holistic solutions to ensure our advisors are addressing each client’s unique situation."