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.
Craig Childress believes in taking care of the details, and his clients are glad he does. With a career that spans more than 37 years, Craig has earned the respect and loyalty of clients who depend on him for advice and guidance that extends into every corner of their lives, even into the next generation.
Not one to make assumptions, Craig begins each client relationship by listening. Then, with his commonsense approach to tackling even complex financial issues, Craig helps clients feel confident that their financial plan meets their goals and objectives.
A consummate businessperson and leader, Craig serves the local and global community through his activities with Lake Oswego Rotary and River West Church and other civic and charitable organizations.
Craig and his wife Terri have been active members of the Lake Oswego community since moving to the area in 1995. Craig and Terri’s family also includes daughter Courtney and her husband Jibby who live in Texas, daughter Joy and her husband Adam living in Portland, and son Connor who lives in Lake Oswego.
Craig enjoys playing guitar with friends – both on and off the stage – golf, gardening and enjoying the Portland region’s beautiful, natural landscape.
Client Service Associate
Christina brings more than a decade of experience in client service and financial consulting. She previously worked with PricewaterhouseCoopers to provide high-stakes project accounting and analyses. She also provided financial expertise at First Citizens Community Bank and Nifty Advisor Support.
Marketing & Client Care
Terri uses her eye for clean design and southern hospitality to make sure client connections are equal parts clear and pleasant.
She has paired up with her husband Craig throughout his career as a financial advisor, and Terri is excited about the fresh look and feel they are creating for Oswego Wealth Advisors.
Terri is also the owner of a local residential interior design company, Terri Childress Designs, LLC.
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.