Navigate your financial future with confidence

At OCCU Wealth Management, our team helps individuals and families make confident financial decisions through personalized wealth management, investment planning, retirement planning, and asset management services.

We take the time to understand your goals and develop a strategy tailored to your financial priorities, investment timeline, and risk tolerance, so you can move forward with clarity and confidence.

 

A personalized approach to wealth management

Whether you're growing your wealth, planning for retirement, or managing a complex financial portfolio, our wealth advisors can help you build a personalized financial strategy with confidence. Here's how we'll work together:

  • Receive a complimentary asset allocation review and personalized financial planning consultation.
  • Develop an investment strategy tailored to your goals, timeline, and risk tolerance.
  • Explore estate planning, tax-efficient strategies, and wealth transfer solutions designed to help protect and preserve your wealth.
  • Develop a diversified investment approach using mutual funds, ETFs, separately managed accounts, and other investment solutions.
  • Review and monitor your portfolio to help keep it aligned with your evolving goals.
  • Analyze your asset allocation and risk tolerance to identify opportunities for optimization.
I had a great experience as a first-time credit union customer. Staff was very helpful, informative and friendly. And I ended up with much more than just a place to deposit my cash! Thanks for much. Sincerely
Nur - Eugene, Ore

Retirement and 401(k) investment planning

Plan for the retirement you've envisioned

Whether retirement is years away or just around the corner, OCCU Wealth Management can help you build a strategy designed to support your long-term financial goals. Our advisors work with you to evaluate your retirement readiness, explore income strategies, and coordinate with your tax professional to help manage taxes, income needs, and other financial considerations throughout retirement.

Our team can help with:

  • 401(k), 403(b), and other employer-sponsored retirement plan guidance
  • Small business retirement planning and retirement plan options
  • Retirement income planning and withdrawal strategies
  • Portfolio diversification and asset allocation recommendations
  • Managing investment risk as your goals and needs evolve
  • Identifying opportunities to grow and preserve retirement assets
  • Exploring tax-efficient retirement and distribution strategies in coordination with your tax advisor
  • Creating a personalized retirement plan aligned with your goals, timeline, and lifestyle

Long-Term Care planning

Help protect what matters most

Protecting your family's financial future often requires planning for life's unexpected events. Our team can help you evaluate long-term care, life insurance, survivor protection, and other risk management strategies as part of your overall financial plan.

Our team can help with:

  • Long-term care planning and funding strategies
  • Evaluating long-term care insurance options
  • Understanding Medicaid, self-funding, and levels of care
  • Life insurance and survivor income planning
  • Wealth transfer and estate liquidity strategies
  • Insurance solutions designed to help protect your assets and legacy
  • Coordinating risk management strategies with your estate and retirement plans

Looking for guidance on life insurance, wealth transfer, or estate planning strategies? Explore our Estate Planning services.

Schedule a financial planning and portfolio review

Whether you're just getting started, preparing for retirement, or managing a complex financial portfolio, a personalized review can help ensure you're on track toward your financial goals. Our wealth advisors will review your current strategy, asset allocation, and investment approach while identifying opportunities aligned with your goals, timeline, and risk tolerance. Schedule your complimentary consultation today.

Schedule Your Complimentary Review

Why work with a local wealth advisor?

OCCU Wealth Management serves individuals and families throughout Oregon, helping clients navigate retirement planning, investment management, estate planning and wealth transfer strategies with personalized local guidance.

 

How we help

  • Create retirement income strategies
  • Review investment portfolios
  • Reduce concentration risk
  • Plan wealth transfer
  • Align investments with personal values
  • Coordinate long-term financial planning

What does a wealth advisor do?

A wealth advisor helps individuals and families create investment, retirement, estate and financial strategies designed to support their long-term goals.

When should I meet with an advisor?

Many people benefit from professional financial guidance before retirement, after receiving an inheritance, when changing jobs, selling a business, or experiencing major life changes.

How often should a financial plan be reviewed?

Most financial plans should be reviewed annually and after significant life or financial events.

Can OCCU help with retirement planning?

OCCU Wealth Management provides retirement planning guidance including asset allocation reviews, diversification strategies and retirement income planning.

What is estate planning?

Estate planning helps prepare for the transfer of wealth and decision-making responsibilities through tools such as wills, trusts, powers of attorney and beneficiary designations.

Have questions?

Want to learn more about our financial planning options? Let's connect!

Contact your wealth advisor

Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.

13Investment advisory services offered through PFG Advisors, LLC, a SEC registered investment adviser. Securities offered through United Planners Financial Services, member FINRA/SIPC. Insurance products offered through approved carriers. OCCU Wealth Management, Oregon Community Credit Union, PFG Advisors, LLC, and United Planners Financial Services. are separately owned entities and are not affiliated companies. United Planners Financial Services and its representatives do not provide tax or legal advice; therefore, it is important to coordinate with your tax or legal advisor regarding your specific situation.

CLICK HERE FOR A COPY OF PFG ADVISORS’ RELATIONSHIP SUMMARY (FORM CRS).

CLICK HERE FOR A COPY OF UNITED PLANNERS FINANCIAL SERVICES’S RELATIONSHIP SUMMARY (FORM CRS).

Free and simple tools are available for research firms and financial professionals at INVESTOR.GOV/CRS, which also provides educational materials about broker-dealers, investment advisors, and investing.

Not NCUA Insured • No Credit Union Guarantee • May Lose Value

This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly
registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction, or from every person listed.


Registered Branch Office: 2890 Willamette Street, Eugene, OR 97405
Phone: 541-681-6947

Advisors are registered to conduct securities business in:

  • Christian Beck - AK, AZ, CA, CO, MA, MO, MT, OR, WA
  • Julian Gottshall - CO, FL, MN, OR
  • John Griffith - AZ, CA, NV, NJ, OR, TX, WA
  • Michael Tomscha - OR, TX, WA

This communication is strictly intended for individuals residing in the states listed. No offers may be made or accepted from outside the specific states referenced. Insurance-related services may not be provided to individuals residing in any states other than AK, AZ, CA, CO, HI, ID, IL, IA, MI, MN, NC, OK, OR, SD, TN, TX, UT, WA, WY, DC.


A broker-dealer, investment advisor, BD agent, or IA representative may only transact business in a state if first registered appropriately. Follow-up or individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements.

Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.