Create an Amazing Life of Significance
We Help Affluent Individuals and Families Build Their Legacy
As an individual or family who has amassed a significant amount of wealth, you have complex and unique needs.
Our mission is to help our clients make smart decisions with their money so they can create an amazing life of significance in which they are free to focus on the people they love, the causes they care about, and making a difference in the world.
We take the time to truly understand your goals, values, and what matters most to you and then we help you define and pursue your financial goals with our Wealth Management Process.
Oswego Private Wealth Management plays a unique role in our clients’ lives by acting as their “family CFO” to simplify and coordinate the complexities of wealth management.
We would love to meet with you to discover if we are a right fit for your needs.