Find agreement among your fiduciaries on investment program goals.
Target your giving to support organizational goals and mitigate risk.
Create consistent and sustainable support for your efforts.
Develop a comprehensive framework focused on understanding risks and biases within your portfolio.
Let’s develop a long-term approach that fits your goals.
Each organization is different, so we provide tailored solutions and a holistic approach to make a meaningful impact. Working together for a better outcome, our advisors can help make recommendations on proper governance structuring, offer guidance on appropriate spending and investment policies, develop or review asset allocation strategies, or implement oversight.Meet our team
Natalie Berning, MBA, CFP®
Coleman Webb, CFP®
Donald "DJ" Kerr III, CFP®
Leslie Warren, AIF®
John Passaglia, CFP®; CLU®; ChFC®
Melisa Lindsay-Lipkins, CRPC®
1Investing involves risk and you may incur a profit or loss regardless of strategy selected, including diversification and asset allocation.
Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC, and are not insured by credit union insurance, the NCUA, or any other government agency, are not deposits or obligations of the credit union, are not guaranteed by the credit union, and are subject to risks, including the possible loss of principal. OnPoint Community Credit Union and OnPoint Wealth Management & Investment Services are not registered broker/dealers and are independent of Raymond James Financial Services. Investment advisory services offered through Raymond James Financial Services Advisors, Inc.
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