Financial planning

Local wealth management and investment services guidance for today and tomorrow.

You don’t have to be experienced at investing. That’s where we come in.

Whether you’re saving for college, planning for retirement, setting money aside for the future or managing wealth, success is in reach. With your goals in mind, we develop personalized solutions and you can enjoy the confidence that comes from having a sound financial plan.

Understand

It all starts with a conversation. We’ll take the time to understand your life, identify your priorities and help you set realistic goals.

Create

Utilizing unbiased research, we’ll recommend a simple but effective plan that’s designed specifically for you.

Execute

When you’ve decided on your plan, we’ll put it into action and help you move forward.

Manage

Throughout it all, we’ll monitor your investments, suggest alternatives and communicate clearly to help you stay on track.

Achieving your financial goals with OnPoint & Raymond James Financial Services.

Financial planning, wealth management and more.

The best plan is a custom plan. We’ll simplify the complex by developing a strategic plan tailored to your life and future aspirations. We’ll make your journey more enjoyable by handling the heavy lifting for you.

Understand your options and make better decisions.

A personal Financial Advisor comes with the strength and knowledge of our entire team. Through Raymond James Financial Services, Inc., each advisor delivers the support you need and the knowledge and experience you deserve. You can review the background of Raymond James Financial Services and each advisor on FINRA’s BrokerCheck.

Our team will take the time to listen to your needs, educate you about your options and guide you in making decisions throughout your journey. Get sound advice and real support from caring professionals who live and work right here in your community.

Read more Meet our Financial Advisors

How we can help plan for the future.

  • Investment management
  • Cash management
  • Risk management
  • Financial planning
  • Lending solutions*
  • Estate & charitable planning
  • Socially responsible investing
  • Environmental, social, and governance investing

Retirement

Prepare for the future you want with a 401(k), 403(b), Traditional IRA or Roth IRA. OnPoint can help you understand your options and the potential tax benefits of each.

Education

Put secondary education within reach for you or your child with a college savings strategy. We can help you develop a plan that works for your budget, timeline and needs.

Life insurance

Protect what matters to you. Let us make prepping for the unexpected a little easier with life insurance and long-term care strategies.

Future needs

Preserve your assets and plan for the future with products like annuities and individual securities. Our advisors can guide you through every step.

Investing with purpose.

From making your first investment to making sure your existing investment strategy is right for your current and future needs, embrace your future with confidence. We offer the products, services and financial know-how to help you reach your goals.

Schedule a complimentary consultation

Sustainable investing.

Sustainable investing gives you the opportunity to allocate your investments toward those that have shown a commitment to solving global challenges such as climate change, social inequality, and unfair business practices.

Why might you want to consider sustainable investing?

Through sustainable investing, not only can you aim to make a positive impact on society and the environment, you can potentially improve the risk/return characteristics of your portfolios by factoring environmental, social and governance (ESG)** criteria into your investment decisions. Sustainable investing offers a growing number of options for investors interested in achieving goals beyond financial growth when building their portfolios.

Talk with an advisor about sustainable investing
financial planning-mature couple kayaking on a lake in the pacific northwest-enjoying the outdoors together

Risk mitigation

Companies that ignore their social and environmental impacts may face regulatory and governance risks.

Conscious investing

Aim for a positive impact or avoid ties to questionable activities.

Performance

Companies with a negative reputation or poor business practices may not perform as well over the long term.

Align with values

If sustainability is important to you, then you may feel more comfortable investing in companies with business practices that align with your values.

Take the first step toward achieving your financial goals.

Schedule a consultation.

Request an appointment

Stop by an OnPoint branch.

Find a nearby location or ATM

Give us a call.

Disclosures

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.

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website’s users and/or members.

https://www.raymondjames.com/privacy-security-and-account-protection/privacy-notice

https://brokercheck.finra.org/

* Banking/Lending services not provided through Raymond James.
**This investment strategy may result in investment returns that may be lower or higher than if decisions were made solely on investment considerations.

Note: Email should not be used to share important or sensitive information.

The security and privacy of your information is important to us. When communicating with us via email please do not send any information that is considered confidential or sensitive in nature. If you need to communicate any personal information (account numbers, social security number, etc.) please feel free to call the number listed in my profile or contact OnPoint Member Services at 503.228.7077 or 800.527.3932.

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