Oswego Wealth Management

Financial Services • Tualatin, Oregon, United States • 1-10 Employees

Company overview

Headquarters	18840 SW Boones Ferry Rd., Suite 200, Tualatin, OR 97062, US
Phone number	+15036030872
Website	oswegowealth.com
NAICS	52
SIC	736
Keywords	Wealth Management, Financial Planning, Business Owners
Employees	1-10

Key Contact at Oswego Wealth Management

Alexandria Torrescano

Client Services Director

About 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.

Oswego Wealth Management revenue & valuation

Annual revenue	$427,775
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$1,400,000
Total funding	No funding

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Director

Funding Data

Oswego Wealth Management has never raised funding before.