Oswego Private Wealth

Our team at Oswego Private Wealth Management helps you define and pursue your financial goals so you can make smart decisions with your money and create an amazing life of significance.

The Wealth Management Process is an opportunity for you to experience working with our team, gain insight into where you stand financially—and decide whether you’d like to work with us on a long-term basis.

In this challenging economy, you probably know a friend, family member or colleague who may be in a complex situation or is just unhappy with the advice from his or her financial advisor— it is not uncommon. We believe that many high-net-worth families would value a second opinion on their finances.

To help the people you care about achieve their financial goals, we have created a complimentary stress-testing service.

We are pleased to offer your friends, family members, and associates the same expertise and guidance that you have come to expect as a valued client of Oswego Private Wealth Management.

Working with a team that redefines wealth management

Ask ten people to define wealth management. Actually, ask ten wealth managers to do so. You will almost certainly get ten different answers, with most heavily focused on investing. As a client of Oswego Private Wealth Management, however, you benefit from a cutting-edge team that has a clear and comprehensive vision of wealth management.

Wealth Management
Investment Consulting
  • Asset Allocation
  • Portfolio Management
  • Manager Due Diligence
  • Risk Evaluation
  • Performance Analysis
Advanced Planning
  • Wealth enhancement
  • Cash flow management
  • Tax minimization
  • Wealth transfer
  • Wealth protection
  • Charitable Giving
Relationship Management
  • Regularly scheduled calls, reviews and in-person meetings
  • Team of professionals, including legal, tax, insurance, and investment advisors

Our Consultative Process

We approach each new engagement with our consultative process. This allows us to have an open dialogue in which we learn about every client’s values and goals while working with them to tailor a plan to help achieve them. As a valued client, you will recognize the five steps below as the process you have experienced with us. Through our second-opinion service, your friends, family members and associates can enjoy a portion of this experience
at no cost.

What to expect from our second-opinion service

We will meet with your friends, family members and associates for a Discovery Meeting. Assuming that we both agree that we have a basis for working together, they will return for the Investment Plan Meeting. Hopefully, we can confirm they are on track to fulfill their values and achieve their goals with their current financial provider. If needed, we will suggest ways in which we can help, including recommending another provider if we are not a good fit for their needs. Either way, they will receive a Total Client Profile and a personalized analysis of their current situation.

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Investment Planning

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Mutual Commitment

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45 Day Follow Up

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Regular Progress