Oswego Wealth Advisors is a research-driven financial planning practice set in the beautiful Northwest
Guided by its powerful Financial Life Process, the team helps individuals build actionable, attainable financial goals tailored to their unique needs and lifestyles.
“I love helping people clarify their values and get excited about new opportunities in life. A simple discussion can lead to clarity and identifiable, actionable plans. When your assets are aligned with your values, you are managing them with purpose – and that can help you to live the life you truly want.”
– Craig Childress, Wealth Manager
As a fiduciary, we always put your interests first.
Our advisors are Certified Financial Planner™ professionals, which holds us to the highest standards of integrity, objectivity, competence, fairness, confidentiality, professionalism, and diligence. The Rules of Conduct we follow give us the duty of always placing your interests above our own and acting in your best interest.
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.