The start of a new year is always a time for reflection and gratitude. As I look back on 2024, I’m proud of the progress we’ve made together and the ways we’ve continued to support you, our members. I hope your holiday season was filled with joy, and I’m excited to share some highlights from the past year and a glimpse of what’s ahead in 2025.
In 2024, we launched our Emergency Savings Account to help you prepare for life’s unexpected moments. We understand how stressful an unforeseen bill can be, and this product was designed to provide peace of mind. Since its launch, members like you have saved over a million dollars—showing just how impactful a little preparation can be.
Building on that success, we also introduced our Emergency Loan program, a financial lifeline for when challenges arise. Whether it helps you avoid high-interest debt or navigate difficult times, these offerings are part of our ongoing commitment to your financial wellness.
Recognizing the importance of flexibility in managing your finances, we’ve also increased external transfer and debit card transaction limits. These updates are designed to enhance convenience, giving you more control and making it easier to focus on what matters most.
We’ve also been enhancing our spaces to better serve you. The Cambrian Branch remodel, completed in 2024, brings a modern, open design to better serve you—while maintaining the personal service you know and love. If you haven’t stopped by yet, we’d love for you to experience it firsthand.
Looking ahead, our new Gilroy Branch is taking shape and is on track to open in summer 2025! Until then, we’re hosting regular pop-up events to connect with new neighbors and share our mission. Visit wealthcu.org/gilroy-connect to learn more.
We’re committed to helping you achieve financial well-being with resources tailored to your needs. Our certified financial counselors offer personalized guidance to help you navigate your financial journey. Additionally, through our partnership with BALANCE, you have access to free, confidential financial coaching for specialized support with challenges like debt management, credit improvement, and long-term financial planning.
At CommonWealth, our commitment to you is at the heart of everything we do. Whether it’s helping you prepare for life’s unexpected moments, making your day-to-day finances easier, or creating spaces that foster connections, we’re here for you every step of the way. As we look ahead, we remain focused on creating meaningful relationships and providing the resources you need to thrive.
