Build Something Bigger Than Yourself
We Help Business Owners Discover Their Full Potential
As a business owner, you spend countless time, energy and resources to build your business and find success.We understand the challenges you face and the desire you have to take your business to the next level.We also know that growing your business leaves you little time to devote to your personal wealth strategy.
That is why we have grown our expertise to partner with business owners in order to address the personal and business aspects of their wealth,including retirement plan consulting, tax mitigation, cash-flow planning, estate planning, succession and exit strategies, and long-term wealth management.
We take the time to truly understand your goals, values and dreams for your business so we can establish a path to guide you along, and you can focus on growing your business.
Why Choose Oswego Private Wealth Management
With our founder’s extensive time on Wall Street combined with his own entrepreneurial ventures, our experience is our strength. We act as your financial sounding board while providing benchmarks for retirement plans, giving insights on corporate tax strategies, creating succession and exit plans and more.
We Save You Time
100% of your focus should be on running, growing and managing your business. We take the lead on managing your financial life, handling employee questions about your company retirement plan and more, so you can focus on running your business.
No one person can be an expert in all areas. We understand the importance of staying in our lane, and in that, we maintain a network of professionals that includes accountants, attorneys, insurance specialists, mortgage/lending providers and charitable giving experts all lending their expertise for each of your unique needs.
We Collaborate With Your Partners
We serve as your ‘personal CFO,’ to simplify and coordinate the complexities of your wealth management needs while working alongside your CPA, business advisors, attorneys and more, ensuring we all are on the same page and working towards your goals.
We can do a customized analysis of your retirement plan and compare it to plans of a similar size.
Our team will provide:
- Institutional quality investments for your employees, along with access to high-net-worth solutions for yourself
- Relief from fiduciary responsibilities, providing you with virtually no liability to investment management
- Access to professionally managed, low-cost model portfolios
- A range of model portfolios and investment solutions that are researched and monitored by a team of due diligence professionals