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Meet the Oswego Wealth Management Team

Who We Are

Already Retired?

Learn more about income strategies for people in or near retirement.

People in or near retirement

Knowledge is Power.

Broaden your knowledge base by listening to Robert Bedritis, who offers his experience and knowledge in his podcasts.

Podcasts

Are you seeing the Big Picture?

Find out more about our holistic approach to your life’s plan.

Big Picture Financial Planning

Like the idea of having an entire team on your side?

Learn more about the Oswego Wealth Management approach.

Our Approach

 

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Oswego Wealth Management

Live Today. Plan for Tomorrow.

 

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Contact info

  •   5285 Meadows Road, Suite 355, Lake Oswego, OR 97035
  •   503-342-2249
  •   info@oswegowealth.com

Contact us

Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Oswego Wealth Management, a registered investment advisor and separate entity from LPL Financial. 

The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states:  OR, WA, AZ, NY, FL.

Oswego Wealth Management is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Oswego Wealth Management and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes.  No advice may be rendered by Oswego Wealth Management unless a client service agreement is in place.

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