Oswego Wealth Advisors’ mission is to help you remove financial uncertainty so you can spend more time enjoying what matters most to you.
By setting clear goals together and remaining committed to the goals along the way, we help you build a strong legacy and help secure your future.
As a CFP® certified, fee-based financial planning firm, it is our fiduciary duty* to adhere to Standards of Professional Conduct and always put your interests first.
Our Core Values
Financial decisions are deeply personal and have long-lasting effects on a person’s life and happiness. That’s why we pair our data and research-driven approach with the core values of empathy, philanthropy and guidance.
To put ourselves in your shoes, we start every engagement by really listening to your life goals — what you want and where you want to go. This understanding is the foundation for the Financial Life Process that keeps our team focused on what matters most to you.
Just as important to us as doing well by our clients is doing well by our neighbors. Giving back is embedded into the Oswego Wealth Advisors’ culture, and we encourage our clients to consider how giving can play a role in their life plans as well.
Putting your best interest first, we help you bring discipline and balance into your personal Financial Life Plan. We are ardent learners and eager to pass along our sophisticated tax, investment, cash flow knowledge to you.
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.