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. 

BrokerCheck Financial Firm
Certified Financial Planner

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