The Oswego Wealth Management Approach
Imagine a Financial Planning and Wealth Management firm that truly works as a team, delivering a diverse collection of individual strengths and experiences to every client we serve.
Bringing together four separate financial planning and wealth management companies was the easiest business decision the partners at Oswego Wealth Management ever made.
Oswego Wealth Management’s Managing Partners have broad experience in financial planning, estate planning and wealth management. At the same time, each has developed a more specialized understanding of certain financial methods and strategies.
By combining practices, each of the Partners - and our clients – gain the knowledge of the others. Not only that, with more professionals and a larger team, we’re better prepared to provide truly exceptional service.
The Oswego Wealth Management Team Approach at work…
- All Oswego Wealth Management financial planning and recommendations go through a peer review by the other Managing Partners to uncover gaps or missed opportunities for each client.
- In addition to the close, personal relationship with your Managing Partner, you may occasionally be offered the option to work with another partner or referred specialist whose skills are more suited to your specific need.
- When your Managing Partner is away or unavailable, another partner will always be standing by to help. You are never more than a phone call away from the service you deserve.
We created Oswego Wealth Management because we wanted to be part of something greater than anything we could build on our own. What matters most is that you get the best of us – all of us – every time. We look forward to serving you.