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Investing in You

Investing shouldn’t be convoluted or cluttered up with hard-to-understand terms. MAX’s Wealth Management team members are eager to share their wisdom and advice in a straightforward way that empowers you with information.

A Wealth of Options

Our array of investment opportunities are designed to help you with all of your investment and retirement savings goals, no matter what stage of life you’re in. Today's investment climate has never been more exciting or more challenging. MAX Wealth Management offers customers access to an assortment of quality, non-proprietary investment choices through SA Stone Wealth Management, a full-service broker dealer.

A MAX Wealth Management financial consultant can assist you with:

  • Portfolio Management
  • Retirement Planning
  • Education Funding
  • Life Event Planning
  • Estate Planning
  • Life Insurance
  • Rollover Insurance
  • Long Term Care Insurance
  • 401(K)
  • Profits Sharing & Qualified Retirement Plans
  • Key Person Insurance
  • Business Succession Planning
  • Executive Benefit Plan

  • For more information about MAX Wealth Management brokers, visit

    Tax preparation is not provided or affiliated with SA Stone Wealth Management Inc. Before making any decisions in regard to tax deferral strategies, consult with a qualified tax professional for guidance.

    Securities offered through SA Stone Wealth Management Inc., member FINRA/SIPC. Advisory services offered through SA Stone Investment Advisors Inc., an SEC-registered investment advisor. The investment products sold through SA Stone Wealth Management are not insured MAX Credit Union deposits and are not NCUA insured. These products are not obligations of MAX Credit Union and are not endorsed, recommended or guaranteed by MAX Credit Union or any government agency. The value of the investment may fluctuate, the return on the investment is not guaranteed, and loss of principal is possible.

    MAX Credit Union and MAX Wealth Management are not registered broker/dealers and are not affiliated with SA Stone Wealth Management Inc.  


    Start Planning Your Future Today!

    Call: 334.260.2600 Extension 6


    Visit your local MAX branch and speak to any team member for more information.

    Get to know our Wealth Management team.  →