Why Choose Advantis Wealth Management
We’re local advisors focused on your goals.
The CUSO Financial Services (CFS) advisors at Advantis all live and work locally, so we’re just a short walk or drive away. We take time to understand your unique situation and your goals. Meeting with us is more like talking with a friend than talking business. You don’t wait on hold with a call center—you can call us directly and get assistance right away.
Nonproprietary investments—unbiased advice
Our CFS advisors work with lots of different investment providers, and we have no in-house brands. So we aren’t pressured to offer you specific investments. We don’t have a stake in it, so we can be objective. That lets us prioritize recommending investment options that fit your needs. Contact us for a complimentary review to confirm whether you have proprietary products from other companies in your current portfolio, or if you want a second opinion on your holdings.
Our CFS advisors focus on you—not on investment products
Using our wide array of investment choices, we at Advantis work hard to find the right options to fit your needs. That means knowing a lot about the investment world, and a lot about you. We seek to understand your needs, wishes, personal history and preferences as we help you make informed investment strategy decisions. Get in touch with us today—let’s get started.
*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.
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