Wealth Management
At OSCU Wealth Management
Our financial advisors offer thoughtful, personalized guidance to help you grow, protect and plan your future.
Invest with purpose. Plan with confidence.
Why choose wealth management with OSCU?
We take a personal approach to your financial life — helping you grow, protect, and plan for what’s next. Whether you’re investing, preparing for retirement, or building a legacy, our experienced advisors guide you every step of the way with clarity and care.
Investment management
- Advisory Management
- Investment portfolio construction and rebalancing
- Asset allocation based on risk tolerance and goals
- Tax-efficient investing (e.g., tax-loss harvesting)
Retirement and financial planning
- Retirement planning/investing and retirement income planning
- College savings (financing education such as 529 Plans)
- Goal-based planning
Estate and legacy planning
- Philanthropic strategies (Donor Advised Funds, Qualified Charitable Distributions)
- Wealth transfer strategies for future generations
- Coordination with estate attorneys and tax professionals
Insurance and risk management
- Strategies for protecting and managing risk of accumulated wealth
- Retirement income strategies while addressing longevity risk
- Annuities, Life, and long-term care insurance
* Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Oregon State Credit Union and OSCU Wealth Management are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using OSCU Wealth Management, and may also be employees of Oregon State Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Oregon State Credit Union or OSCU Wealth Management. Securities and insurance offered through LPL or its affiliates are:
| Not Insured by NCUA or Any Other Government Agency | Not Credit Union Guaranteed | Not Credit Union Deposits or Obligations | May Lose Value |
Your Credit Union (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for advisory services. Please review LPL Financial Disclosures for more detailed information.
The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.