People Planning For Retirement
Successful Professionals & Business Owners
Professionals want to feel confident they’ll have enough for their retirement, but between now and then, they have a number of other important financial priorities.
Oswego Wealth Management acts as our clients’ partners, whether we’re helping manage business finances, planning for major family expenses, or establishing a workable saving & investing discipline.
People who own or run businesses look to us for assistance with a complex set of financial challenges at every stage in the business’s development, from founding to growth to maturity to exit.
Whether it’s a growth plan to help make the most of their potential, an employee benefit plan to help attract and keep the best employees, or strategies for a successful exit or succession.
Business owners and leaders looking to attract and keep the best talent call on us to help design and implement innovative compensation and benefit plans.
We believe our employer clients value the plans we’ve helped establish because: 1) executives and key employees seek tax advantages, and 2) our funding strategies can potentially allow the employer to defer taxes. A classic win-win that can make a big difference for employers and their key executives.
Comprehensive Financial Planning
The financial journeys of successful professionals begin in their working years. It’s an exciting time of career and income growth. A time that also includes buying homes, raising families, paying for education, traveling and many other financial demands.
Oswego Wealth Management works with clients like you to create a financial plan with the goal to help you regularly fund your savings and investments so your expenses don’t throw you or your plan off balance.
Ongoing Account Review and Support
If you’re like most of our clients, your personal or business finances are tightly interwoven with the rest of your life. For that reason, our Managing Partners and their clients often forge close, personal relationships that endure for generations.
These relationships are reinforced by regular, detailed communications to keep you informed. During formal reviews and more casual, unscheduled conversations, we learn when your circumstances or goals change.
Keeping you on track during your most active earning, spending and investing years takes commitment, discipline and talent. Our professional clients can rest easy knowing that the management of their financial plan is in good hands.