Welcome to Kinecta Wealth Management, a wholly-owned subsidiary of Kinecta Federal Credit Union. As a leading financial services firm founded in 1991, we provide comprehensive products, services and advice, reinforcing Kinecta's aim of guiding credit union members and communities toward financial freedom. Our mission is to enrich our clients’ lives by helping them accumulate, preserve, enjoy, and distribute their wealth. This commitment extends to both clients and credit union members, and our discovery process ensures a deep understanding of your unique needs and aspirations. Through thoughtful asset management and financial guidance, we work with you to develop a strategy that aligns with your goals.
With multiple branch locations primarily in California and New York, the financial advisors are licensed in all 50 states, ensuring accessibility for clients across the nation. Kinecta Wealth Management serves more than $1.9 billion in brokerage and advisory assets (as of November 2025) through Ameriprise Financial Services, LLC our experienced financial advisors enable us to provide effective wealth management strategies.