As a fee-based financial planning firm, Oswego Wealth Advisors puts the needs of our clients first while upholding our fiduciary duties.
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.”
NO MATTER WHERE YOU ARE IN YOUR FINANCIAL LIFE,
OSWEGO WEALTH ADVISORS IS HERE TO HELP.
Financial Life
Planning
- Building, protecting and distributing wealth
- Portfolio construction
- Asset allocation
- Estate planning
- Life insurance
- College funding
- Retirement planning
- Executive compensation
Investment
Strategy
Implementation
- Investment goals
- Risk tolerance
- Investment strategy
- Investment research
- Investment analysis
- Investment selection
Situational
Guidance
- Advice and service related to specific needs/concerns
- Ongoing service and support, as needed
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.
Form CRS
