Investment & Retirement Planning

Investment Services Team    

Advantis Wealth Management*

(Available through CUSO Financial Services, L.P.) 
Although “wealth” is in our name, you don’t need to be wealthy to benefit from our services. We help members of all ages and in all life stages. Whether you’re just starting out or a seasoned investor, we have the experience to help you invest, manage and distribute your wealth for a lifetime.

How can we help you?

Schedule a consultation 503-785-2574 Check the background of this
firm on FINRA’s BrokerCheck
(Search for “CUSO Financial Services”)
Watch the video below to learn more about the
Advantis Wealth Management team.

*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.