Here at Oswego Wealth Advisors, we enjoy planning events. We will highlight past events and provide details on upcoming events on this page.

Upcoming Events

Fraud Awareness Webinar

Date: Tuesday, February 23, 2021
Time: 12:00pm PST
Each year, con artists cheat thousands of Oregonians out of their hard-earned money and valuable personal information. On Tuesday, February 23, Oswego Wealth Advisors will host a webinar featuring Ellen Klem, Director of Consumer Outreach and Education at the Oregon Department of Justice designed to help you stop the fraud before it starts and teach you how to alert others so they can avoid becoming victims. 

Past Events

Virtual Holiday Baking Event

On Dec. 19th we hosted a baking event via Zoom with Craig and Chef Andrea. Click the button below to download.

Q3 2020 COVID Recovery


Transcript from Oswego Wealth Advisors’ FAFSA Webinar held on November 11, 2020. For video or audio recordings of this Q&A, please contact and a copy will be sent to your email.

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. 

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 Investment advice offered through Oswego Wealth Advisors, Inc., a Registered Investment Advisor.