When it comes to building your future, experience counts. That’s why our advisors align with Raymond James Financial Services, Inc.* to deliver the discipline and know-how you need. So, whether you’re simply setting something aside, saving for college, planning for retirement, or managing wealth—the advisors at OnPoint Wealth Management and Investment Services® are dedicated to helping you reach your goals.

Tailored Solutions

Personalized Solutions

When you have a specific issue to address, like planning for retirement, investing for college, or managing finances through other transitional life events, we'll design solutions to help meet your goals.

Personalized Solutions

When you have a specific issue to address, like planning for retirement, investing for college, or managing finances through other transitional life events, we'll design solutions to help meet your goals.

Comprehensive Solutions

When you’re looking for professional advice on a complete financial program, we’ll help you define goals, develop strategies, and implement a plan of action. This may include other outside professionals at your discretion such as an Estate Attorney, Tax Advisor, and/or charitable foundations.

Personalized Solutions

When you have a specific issue to address, like planning for retirement, investing for college, or managing finances through other transitional life events, we'll design solutions to help meet your goals.

Comprehensive Solutions

When you’re looking for professional advice on a complete financial program, we’ll help you define goals, develop strategies, and implement a plan of action. This may include other outside professionals at your discretion such as an Estate Attorney, Tax Advisor, and/or charitable foundations.

Asset and Wealth Management Solutions

When you need a strategic plan to help coordinate and manage significant wealth, we'll review your current allocation and help you develop a targeted plan to match your overall objectives.

Personalized Solutions

When you have a specific issue to address, like planning for retirement, investing for college, or managing finances through other transitional life events, we'll design solutions to help meet your goals.

Comprehensive Solutions

When you’re looking for professional advice on a complete financial program, we’ll help you define goals, develop strategies, and implement a plan of action. This may include other outside professionals at your discretion such as an Estate Attorney, Tax Advisor, and/or charitable foundations.

Asset and Wealth Management Solutions

When you need a strategic plan to help coordinate and manage significant wealth, we'll review your current allocation and help you develop a targeted plan to match your overall objectives.

Personalized Solutions

When you have a specific issue to address, like planning for retirement, investing for college, or managing finances through other transitional life events, we'll design solutions to help meet your goals.

Comprehensive Solutions

When you’re looking for professional advice on a complete financial program, we’ll help you define goals, develop strategies, and implement a plan of action. This may include other outside professionals at your discretion such as an Estate Attorney, Tax Advisor, and/or charitable foundations.

Asset and Wealth Management Solutions

When you need a strategic plan to help coordinate and manage significant wealth, we'll review your current allocation and help you develop a targeted plan to match your overall objectives.

Personalized Solutions

When you have a specific issue to address, like planning for retirement, investing for college, or managing finances through other transitional life events, we'll design solutions to help meet your goals.

Comprehensive Solutions

When you’re looking for professional advice on a complete financial program, we’ll help you define goals, develop strategies, and implement a plan of action. This may include other outside professionals at your discretion such as an Estate Attorney, Tax Advisor, and/or charitable foundations.

Asset and Wealth Management Solutions

When you need a strategic plan to help coordinate and manage significant wealth, we'll review your current allocation and help you develop a targeted plan to match your overall objectives.

Personalized Solutions

When you have a specific issue to address, like planning for retirement, investing for college, or managing finances through other transitional life events, we'll design solutions to help meet your goals.

Comprehensive Solutions

When you’re looking for professional advice on a complete financial program, we’ll help you define goals, develop strategies, and implement a plan of action. This may include other outside professionals at your discretion such as an Estate Attorney, Tax Advisor, and/or charitable foundations.

Asset and Wealth Management Solutions

When you need a strategic plan to help coordinate and manage significant wealth, we'll review your current allocation and help you develop a targeted plan to match your overall objectives.

Personalized Solutions

When you have a specific issue to address, like planning for retirement, investing for college, or managing finances through other transitional life events, we'll design solutions to help meet your goals.

Comprehensive Solutions

When you’re looking for professional advice on a complete financial program, we’ll help you define goals, develop strategies, and implement a plan of action. This may include other outside professionals at your discretion such as an Estate Attorney, Tax Advisor, and/or charitable foundations.

Asset and Wealth Management Solutions

When you need a strategic plan to help coordinate and manage significant wealth, we'll review your current allocation and help you develop a targeted plan to match your overall objectives.

Wealth Management

Our wealth advisory process includes a comprehensive plan built to manage the complexities of significant wealth, customized to your current circumstances and future goals and aspirations.

Investment Management and Planning

After learning about you, your goals, and your current financial allocation, your advisor will develop a personalized plan and help you implement traditional and alternative investment solutions.

Cash Management and Lending Solutions

Your wealth manager will help simplify the management of your finances, address your immediate and long-term cash needs, and offer flexible options when your borrowing or liquidity needs change.

Risk Management

We will assist in safeguarding your wealth, review insurance strategies, and minimize the effect of taxes to preserve what you and your business already has and maintain you and your family's desired standard of living.

Estate and Charitable Planning

Evaluating your estate planning strategies will allow you to control your assets and help you and your business efficiently pass your wealth on to your beneficiaries and charitable organizations.

Investment Products

The advisors at OnPoint can help you identity the most appropriate investment products and services to meet your objectives. These may include:

Traditional and Roth IRAs

We offer retirement account options with tax benefits according to your need.

401(k)s

OnPoint makes it easy for you to rollover your 401(k) from previous employers.

College savings plans

We can help you make a plan for paying for your child’s secondary education.

Annuities

OnPoint advisors can help you understand your options and make a plan for the future.

Life insurance/Long-term care strategies

We offer insurance options and strategies to make prepping for the unexpected a little easier.

Individual securities

OnPoint can help you preserve your assets and your future.

Asset based advisory services

Our advisors take a 360 degree approach to helping you reach your investment goals.

Workshops

Take advantage of free, no obligation investment workshops at OnPoint, offered to the public and designed to help you make wise investment decisions. Some of our informative topics include:

  • Investing 101
  • PERS retirement
  • Fixed income investing
  • Wealth management

To learn more about where and when these workshops are being held, please contact Investment Services at 503.525.8798 or 800.527.3932, ext. 5508.

Upcoming Investment Workshops

No workshops are currently scheduled. Please check back soon.

Disclosures

†Representatives are not tax or legal advisors and cannot make any such recommendations. Members should consult with individual attorneys for legal advice, and/or a Certified Public Accountant or tax professional for particular needs associated with tax advice.

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 independent of Raymond James Financial Services, Inc. Raymond James privacy policy. 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.