Financial Planning to Fit Your Life
Helping you achieve financial clarity to
fulfill your purpose and make a difference.
to Fit Your Life
Helping you achieve financial clarity to fulfill your purpose and make a difference.
YOUR FINANCIAL GOALS.
Financial decisions are deeply personal, so planning with Oswego Wealth Advisors revolves entirely around you and your unique needs.
Oswego Wealth Advisors pairs a data and research-led approach with our core values to build a relationship centered on you.
*CFP® Fiduciary Duty – “At all times when providing Financial Advice to a Client, a CFP® professional must act as a fiduciary, and therefore, act in the best interests of the Client.”
HELPING YOU SET GOALS, COMMIT TO YOUR VISION AND BUILD TOWARD A LEGACY.
Oswego Wealth Advisors follows a powerful, research-driven Financial Life Process to help us set and pursue your life goals. With our five E’s — Explore, Engage, Envision, Enlighten and Empower — we work with you to build a tailored plan that will give you confidence in and control of your financial decisions.
Take the first step in managing your financial future.
Set up a free, no-obligation exploratory meeting today.
An initial 15-minute conversation will help us get to know you and your needs. It will also help determine if we are a good match to help you on your financial path.
Investment advice offered through Oswego Wealth Advisors, Inc., a Registered Investment Advisor.