PORTLAND, Ore.– OnPoint Community CU said it is expanding its relationship with Raymond James Financial Services and will be offering wealth management services.
The new offerings will be branded OnPoint Wealth Management and Investment Services.
“Our focus has always been on helping members obtain and create wealth, whatever that might mean to each individual or family,” said Tory McVay, OnPoint’s senior vice president of Retail Delivery. “Our advisors can help identity the most appropriate investment products and services to meet the objectives of our members.”
In the process two new investment advisers have also been hired: Patrick Huey and Natalie Wilson.
The $3.9-billion OnPoint has been offering investment services to members for more than 10 years.