Oswego Wealth Management
Finance · Oregon, United States · 1-10 Employees
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Overview
Headquarters
18840 SW Boones Ferry Rd Ste 200, Tualat...Phone Number
(503) 603-0872Website
www.oswegowealth.comRevenue
<$5 MillionIndustry
ZI Rank: 1
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ZI Rank
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About Oswego Wealth Management
Oswego Wealth Management specializes in financial planning and 401(k) planning, catering primarily to affluent individuals, families, and business owners. The firm focuses on helping clients make informed financial decisions, allowing them to concentrate on their personal passions. Through a structured wealth management process, they assist clients in defining and pursuing their financial goals. Located in Tualatin, Oregon, they emphasize a personalized approach by working closely with a limited number of clients.Explore more
Oswego Wealth Management Org Chart
AT
Director, Client Services
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Oswego Wealth Management specializes in financial planning and 401(k) planning, catering primarily to affluent individuals, families, and business owners. The firm focuses on helping clients make informed financial decisions, allowing them to concentrate on their personal passions. Through a structured wealth management process, they assist clients... Read More
