Skip to main content

 503-342-2249   info@oswegowealth.com
  •  
  •  
  •  
  •  
  •  

Client Login

  • Home
  • Who We Are
    • Our Team
    • Our Purpose
  • What We Do
    • Big-Picture Financial Planning and Consulting
    • The Oswego Wealth Management Approach
  • Who We Serve 
    • People In Or Near Retirement
    • People Planning For Retirement
    • Our Community
  • Resources
    • Podcasts
    • Events
    • Useful Websites
    • Helpful Articles & Info
    • Video Library
  • Contact

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

 

Previous

 

Next

Get started on your Financial Life Plan! Drop us a note to set a no-obligation meeting. 

Let's Get Started!

Home

 

Oswego Wealth Management

Live Today. Plan for Tomorrow.

 

Additional info

  • Free Personal Risk Assessment
  • Sitemap
  • Legal, privacy, copyright and trademark information

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.

© 2018 Oswego Wealth Management. All rights reserved.

Website Design For Financial Services Professionals