Big-Picture Financial Planning and Consulting
Your life is bigger than your finances, and your finances don’t begin and end with your investments. Planning for a future that measures up to your standard for success means thinking about much more. People who choose Oswego Wealth Management care about living life well and with purpose. We help with advice and service that touches nearly every part of their lives and the lives of the next generation.
Helping you live purposefully requires an intimate, detailed understanding of the things you care about most. Before we enter into any client relationship, we take the time to really know you – and for you to know us. The work we do at Oswego Wealth Management is fully customized to every individual we serve. Making sure our solutions are the right fit for you depends on continued communication.
Help Manage Personal and Investment risk
You might be surprised to know that many people have not made plans to protect themselves or their families from potentially devastating events. We’ve helped many clients uncover and correct gaps in their coverage so an unexpected event doesn’t have to turn into a financial nightmare.
Investment risk can be another troublesome issue. But just as risk is a part of life, it is a necessary part of a financial plan. We help manage investment risk: first, by understanding how you feel about it and then, by making recommendations that are suited to your comfort with risk and your investment objectives.
As you approach retirement, your most pressing concern may be replacing the income you earned while working.
Social Security helps, but for most people it’s only a part (sometimes a small part) of a plan designed with a goal to help ensure that you have the income you need to live the life you want to live.
We help put the retirement income pieces together so you know where you stand, what you need to do and how to react when life throws you a curve ball.
If you are like most Oswego Wealth Management clients, three things matter most when it comes to investing your money…
- Avoiding losses
- Making gains (while never losing sight of no.1!)
- Reaching your goals
Oswego Wealth Management selects investment managers and investments with great care. Only those that measure up to our high standards for transparency, risk alignment, sound management and value are chosen for our clients.
As a Registered Investment Advisory Firm, we hold ourselves to a fiduciary standard to put our clients’ interests first at all times. For us though, the obligation is bigger than regulations. Keeping faith with our clients is, and always will be, what Oswego Wealth Management is all about.