Bob Bedritis Bob is the founder and Managing Director of Oswego Private Wealth Management. Throughout his career in the wealth management industry, Bob has been committed to building talented teams to assist business owners and high-net-worth individuals and families in the planning and management of their affairs. Bob is particularly passionate about working with business

Eric Bedritis is the Director of Advanced Planning at Oswego Private Wealth Management (OPWM), where he is focused on helping business owners maximize the value of their life’s work. With a deep understanding of the intricacies involved in successful business transitions, Eric is passionate about increasing profitability and ensuring smooth transitions for his clients. Eric

Jacque is a Certified Financial Planner™️ with more than 25 years experience working with financial planners and major insurance firms around the country. He helps execute client financial plans for Oswego Private Wealth Management , drawing from his in-depth understanding of planning, investments, stock options, tax, retirement, education and estate planning options. In his spare

As Director of Operations at OPWM, Kim integrates her years of experience in the restaurant supply industry and transportation logistics to ensure the efficient systems and operations of the office. Inspired by her father’s entrepreneurial leadership, she’s dedicated to her role in supporting the financial goals of our clients. Outside of work, Kim, along with