Xceed Financial launches Wealth Management Group

New Branding and Website Better Represent Depth of Expertise, Breadth of Services
EL SEGUNDO, CA (June 23, 2015) — Xceed Financial Credit Union announced that its Investment Services group is now called Xceed Wealth Management Group. The new name, which is being launched with an all-new brand identity and website (, better reflects the comprehensive range of products and services offered, as well as the depth and many years of investment, insurance and wealth management expertise of the group’s Financial Consultants.

“Xceed Financial members deserve the very best investment advice to grow and protect their wealth, and they simply can’t do better than our new Wealth Management Group,” said Xceed Financial Executive Vice President Ray Shams. “Between our experienced Financial Consultants and the major new talent we’ve recently added, members can be confident that they have not just one person, but a full team of respected experts – all working together to help them achieve their financial goals.”

The new Xceed Wealth Management Group website features a distinctive and sophisticated new graphic identity that complements the new brand look and feel debuted by the Credit Union earlier this year. Its pages describe in detail the scope of services provided, from investment management, wealth planning, estate planning and wealth transfer, cash management and lending solutions for high net-worth clients, to traditional retirement, investment and education planning, as well as risk management and portfolio assessment for working individuals and families.

The site also introduces the team members, sharing their credentials and contact information. While each Financial Consultant is based at one of the five Xceed Financial Centers around the country, they routinely perform “face-to-face” consultations and meet with members via the Xceed Xperience Center – a secure video conferencing platform that’s accessible from anywhere using a desktop computer, smart phone or tablet.

About Xceed Financial Credit Union
Headquartered in El Segundo, Calif., Xceed Financial is a full-service, federally chartered workplace credit union that focuses on meeting the needs of businesses and their employees throughout the United States. It has over $1.2 billion in assets under management, nearly 65,000 members, and operates 12 Financial Centers in five states. The Credit Union recently celebrated it 50-year association with Xerox Corporation; however, its roots go back to 1931 with the founding of Rochester Postal Employees Credit Union. Proud of its legacy and commitment to diversity, Xceed Financial now partners with more than 300 employers – also called “select employer groups” or SEGs – to deliver personal banking, wealth management services, and financial education to working adults and their families. The Credit Union has a four-star, excellent rating from BauerFinancial, and was named one of CU Times’ “Best Credit Unions to Work For” in 2015.

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