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Investment Management

Let's find the right mix of investments that aim to grow your wealth.

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Setting yourself up for the future

You could certainly take a DIY approach to investing, but imagine what you could do with a financial professional in your corner. Especially someone who takes the time to get to know you before making recommendations. The financial consultants at Flagstar Wealth Services can provide a financial roadmap for your specific goals, like retirement or education, or for building your overall wealth. 

Working with our Financial Consultants 

Investment decisions can be complex, but you can rely on our expertise and experience to guide you. After looking at the complete picture of your finances, we develop strategies customized for you to meet your specific milestones. And, like all good partners, we stay in touch, so we can adjust your portfolio as needed based on performance, life events, or new priorities. 

  • Wide range of investment offerings
  • 401(k) transition assistance 
  • Roth IRA conversions
  • Asset allocation
  • Performance monitoring and asset allocation 
  • Investment strategies based on your objectives and risk tolerance
  • Asset preservation and tax-advantaged strategies 

Investment FAQs

Our financial consultants have the tools, resources, and knowledge to help you manage and better-position your existing portfolios, including your 401(k), 403(b), traditional and Roth IRAs, and taxable brokerage accounts. Our portfolio review will reveal how well your investments are performing and give us more insights on how we can help you pursue your financial goals.

If you have multiple investment accounts, our Financial Consultants can help you manage those assets for you. We can also help with tracking your asset performance or tax and retirement planning.

There are no risk-free investments, but our Financial Consultants will do everything they can to manage your investment risk. This includes choosing investments that fit into your overall strategy, keeping your portfolio diversified, and using a tax planning strategy to aim to maximize your income. We’ll also assist you with insurance products that can protect your wealth.

Focusing on what truly matters to you

At Flagstar Wealth Services, you’ll find financial guidance tailored to your unique goals. We can help you balance saving for the short term with investing for the future—always with your goals and comfort level as our North Star.

Ready to get started? We’re here to help.

Whether you’re a first-time investor or already have a portfolio and need a trained eye to review it and make recommendations, our Financial Consultants are conveniently available at your local branch.

Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.

Securities 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. Flagstar Bank, N.A. and Flagstar Wealth Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Flagstar Wealth Services, and may also be employees of Flagstar Bank, N.A.  These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Flagstar Bank, N.A. or Flagstar Wealth Services.  Securities and insurance offered through LPL or its affiliates are: 

Not Insured by FDIC or Any Other Government Agency Not Bank Guaranteed Not Bank Deposits or Obligations May Lose Value

 

Flagstar Bank (“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 for more detailed information.

 

The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

 

LPL Financial Form CRS