Oswego Wealth Management

We work with a limited number of affluent families and business owners to help create a life of significance for them through The Wealth Management Process. The Wealth Management Formula = Investment Consulting + Advanced Planning + Relationship Management Let's talk about Advanced Planning. This is the area where we can help you the most. Advanced Planning addresses the Five Key Concerns of affluent families: • Wealth Preservation - Are we making smart decisions with our money? • Wealth Enhancement - How can we mitigate these taxes? • Wealth Transfer - How do we maximize transferring our wealth to the people we love? • Wealth Protection - How do we protect our assets against unjust litigation? • Charitable Giving – Can we leverage our gifts to the charities and causes we care about? Securities offered through LPL Financial, Member SIPC. sipc.org Investment advice offered through Oswego Wealth Management, a registered investment advisor and separate entity from LPL Financial. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.