Whether you are near or in retirement, just starting out in your career or simply exploring your investment options, find solutions that are right for your financial goals.

Wealth Management

Wealth Management Available Through CFS*

As a PNWFCU member, you can set up a complimentary financial consultation with Ronald E. Barnette, CFP®, CRPC®, CFS* Financial Advisor. Ron holds his Series 7 and 66 licenses and is a Certified Financial Planner™ professional and Chartered Retirement Planning CounselorSM professional.

Whether you are near or in retirement, just starting out in your career or simply exploring your investment options, Ron may be able to help you find solutions that are right for your financial goals.

Email Ron or call 503-258-2658 to schedule an appointment at one of our branches:

  • Mondays | 9am-5pm at Hood River
  • Tuesdays | 9am-5pm at Erin Way
  • Wednesdays | 9am-3pm at BPA
  • Thursdays | 9am-4pm at Ross
  • Fridays | 9am-5pm at Erin Way

During your initial meeting, Ron will assess your financial picture, goals and risk profile. You will receive a customized strategy designed to help you more effectively reach your short-, mid- and long-term financial goals. Ron will also help you prepare and organize the necessary paperwork related to the implementation of the proposed solutions. You can meet with Ron each year to review your portfolio and make adjustments as needed.

In the meantime, you can access useful tools and resources on our CFS wealth management website.  Take advantage of the informative videos, retirement planning calculators, articles and more.

Member Portfolio View

With Member Portfolio View, members using PNWFCU Wealth Management services available through CFS* can view their investment accounts online. You can use a single sign-on within your PNWFCU online banking account or create a separate login. Call 503-258-2658 to activate your Member Portfolio View.

eVision® Self-directed Online Trading

If you would like to make your own online investment decisions, you may want to check out eVISION®, a self-directed online trading platform. Commissions start as low as $14.95 (complete pricing schedule available online). Learn more here.

We Make it Easy to Roll Over Your 401(k)**

Rolling over your 401(k) into an IRA may offer you more estate planning options and a broader choice of investments, putting you one step closer to a comfortable retirement.

*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. Pacific NW Federal Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.

**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. CUSO Financial Services, L.P. (CFS) does not provide tax or legal advice. For such guidance, please consult your tax and/or legal advisor.

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