Wealth Transfer Strategies

Family eating breakfast

Maximize what you leave behind.

No matter your level of income or wealth, almost everyone has an estate – or something of value - to leave behind for friends or family. We can help you create a plan to pass your estate on to your loved ones.

Schedule a consultation
CALL: 503-785-2574

We can help you create an estate plan: 

  • Develop an estate plan that meets your goals
  • Manage assets in trust
  • Review your beneficiary designations and asset titling
  • Work with attorneys and tax experts to provide seamless service 

We can help you manage an inheritance:

  • Assist with life insurance and other account claims forms to get assets under your control
  • Developing investment plans for inherited funds

Let’s get started

Whether you’re looking to create an estate - or have received an inheritance - we can help you plan for what’s next. Choose Advantis Wealth Management (available through CFS*) to help you plan and execute an estate plan based on your needs and long-term goals.

Schedule a complimentary consultation today:

Schedule a consultation now or call 503-785-2574

*Non-deposit investment products and services are offered through CUSO Financial Services, L.P. ("CFS"), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. The Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.