Advantis Wealth Management

Available through CUSO Financial Services, L.P.

We can help you solidify your financial future

Wealth Management

Start making money decisions that matter for you

Our CFS* advisors can help

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 meet their financial goals. 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.

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Advantis Wealth Management services:

	Comprehensive financial planning We'll help you assess your current financial situation and top priorities, review your goals and concerns, and provide personalized recommendations to help make sure the actions you're taking now support the future you have in mind.
	Retirement planning strategies We can help you review your retirement goals and build a plan to help you reach them. By identifying savings gaps, consolidating your retirement assets and helping you determine your long term care Insurance needs, we can help guide you through the expected challenges.
	Investment management We can help you choose and manage investments that support your retirement goals and life stages. Get help creating an investment strategy that suits you, including managed IRA and employer plans, full service brokerage accounts, rollovers, and insurance if needed.
	Wealth transfer strategies** We can help you plan how to most efficiently pass your assets on to your loved ones. Develop a goals-based estate plan and manage your assets in trust, with regular reviews of your beneficiary designations and asset titling.
	Qualified retirement plan rollovers*** We can facilitate rollovers of 401k, 457, IAP, IRA and other qualified plans, and manage them at costs that may be lower than your old accounts. We offer a variety of financial planning products customized to fit your unique needs. You get easier, consolidated account management with convenient online access and local service from an experienced financial adviser.
	Life insurance & long-term care. Our CFS* team offers a variety of insurance options to protect your family and assets, including term life, long-term care, whole life/permanent, and business owner coverage to ensure efficient transfers

*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. **CUSO Financial Services, L.P. (CFS) and its Registered Representatives do not provide tax or legal advice. Clients should obtain their own independent tax and legal advice based on their particular circumstances. ***Before deciding whether to retain assets in an employer sponsored plan or roll over to an IRA, an investor should consider various factors, including but not limited to: investment options, fees and expenses, services, withdrawal penalties, protection from creditors and legal judgments, required minimum distributions and possession of employer stock.

Meet the Advantis Wealth Management Team

(click on photo to view bio)

Matt Russell

Matt Russell CRPC®, a seasoned CFS* investment advisor at Advantis Credit Union, has served in the Financial Sector for over 18 years and has been a licensed financial advisor for the past 16. He brings a wide breadth of financial planning experience and education, which has helped his clients reach for their goals with confidence. Most importantly, he cares deeply about helping his clients, which means you can expect exceptional service from Matt, and a responsive partner to help you progress toward your financial goals.

Matt’s client service philosophy:
“I help our members identify and achieve their long-term financial goals through the development of a customized financial plan, integrated with investment management. It’s the combination of these two that help our members address the changes that happen through the many stages of their lives. ”

Proud Oregonian and dad.
Matt is a native Oregonian and proud husband and father. He is an avid golfer and enjoys travelling the Pacific NW to play its many scenic courses. His other passions include music, fly-fishing and cooking. He loves Oregon and his wife has nicknamed him “tour guide Matt” as he loves taking visiting friends and family to see the wonders of Oregon.

Qualifications:
FINRA Series 7, 66 and 24 Securities Licenses
Securities licensed in OR, AZ, CA, ID, LA, RI, SC, WA, and WI
Insurance licensed in Oregon (#7272041) and Washington (#790730),
Arizona (#1158131), California (#0I79216), Montana (#771004)
Chartered Retirement Planning Counselor (CRPC®) B.S.,
Business Administration, Southern Oregon University

Email: mrussell@advantiscu.org

Call: 503-785-2491

Schedule a consultation

Ida West

Ida May brings a wide breadth of financial planning experience and education, which has helped her clients reach for their goals with confidence. She has served as a financial advisor for over 5 years, Ida May cares deeply about helping her clients. You can expect exceptional service from Ida May, and a responsive partner to help
you progress toward your financial goals.

Ida’s client service philosophy:
“I love numbers AND people! I focus on my clients’ holistic financial life while looking for opportunities to educate where I can. I help you look at the complete picture – where you are and where you want to go – and then develop a plan to help you reach your goals throughout the many stages of your life.”

Proud Oregonian and mom.
Ida May is a 3rd generation Oregonian and proud wife and mother of five boys, ages 13-27. When she’s not playing chauffeur to her boys, she enjoys sewing, quilting, gardening, hiking, and camping.

Qualifications:
FINRA Series 6, 7, 63 & 66
Oregon Life & Health Insurance

Grace O' Mara

Grace O’Mara is a Licensed Sales Assistant within Advantis’ Wealth Management team, available through CUSO Financial Services, L.P. Grace has worked in financial services for four years and has a Bachelor of Science degree in Business and Ethics from Bentley University. She enjoys building positive relationships with clients and is proud to assist them in attaining their financial goals.

Qualifications:

FINRA Series 7 and 66 Securities licenses
Oregon Life and Health licenses

Email: gomara@advantiscu.org
Call: 503-785-2561

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