Thoughtful guidance for lasting wealth
OCCU Wealth Management helps you turn the wealth you’ve built into something that supports your goals, values and legacy.
With thoughtful, down-to-earth investment planning and asset management, we help you navigate complex financial decisions, explore diversification strategies, review your asset allocation and plan for a retirement that reflects your goals, priorities and legacy.
What we do
Our work goes beyond investments. At OCCU Wealth Management, you come first. We start with what you want your money to make possible, then help create a plan that supports your goals, your family and your future.
Estate planning
Comprehensive estate planning strives to give you confidence that your family will be well cared for in the event of your passing. Our financial consultants take a clear and personalized approach to help coordinate income protection strategies, beneficiary planning, tax strategies and insurance — including life, long-term care and liability coverage — so you can protect what you’ve built while planning for those you love.
Estate planning may also include tools and decisions people often overlook, such as wills, trusts, powers of attorney, healthcare directives, beneficiary reviews, long-term care planning, business succession planning and charitable giving strategies. Together, these planning tools may help simplify asset transfer and potentially reduce probate costs, delays and confusion for loved ones.
Retirement planning
One decision you’ll never regret is the decision to fund your future. A strong retirement strategy starts with thoughtful planning today. OCCU Wealth Management can help with 401(k) investment planning, building a diversified strategy across stocks, bonds, mutual funds and exchange traded funds.
Charitable giving
When your investment advice is grounded in your values, your portfolio can reflect what matters most to you while still supporting your long-term financial goals. Through personalized investment planning, we can help you evaluate opportunities that align with your priorities and risk tolerance.
OCCU Wealth Management can help provide recommendations to build a customized portfolio that connects your financial goals with the difference you want your wealth to make.
Financial planning
Financial planning brings all the pieces of your financial life together into one clear, personalized strategy. Whether you’re preparing for retirement, saving for a first home, protecting your assets or thinking about the legacy you want to leave, OCCU Wealth Management can help you create a plan that reflects where you are today and where you want to go next.
Tax planning
Tax planning is a proactive approach to managing income, investments, and retirement assets to help reduce tax liability and improve financial outcomes. Our advisors work with you and your tax professional to develop strategies that support your broader wealth management goals.
Online client login
Members of OCCU Wealth Management have online access to their investment accounts (including Schwab accounts). Please use the link below to access your accounts.
If you have accounts with other brokers that you’d like to consolidate or if you need help with registering or accessing your accounts, please contact us at 541.681.6947.