Financial Advisors
Tualatin, OR
Oswego Wealth Management is an independent financial advisory firm serving affluent families and business owners in the Portland area. They provide comprehensive wealth management and 401(k) planning services, guiding clients through a structured process to define and pursue their financial goals. The firm works with a limited number of clients to ensure personalized, focused attention to each family's unique financial situation.
Ideal for: Affluent families, Business owners, High-net-worth individuals seeking personalized financial guidance
Service area: Portland metro area and surrounding regions
Limited Client Model: Works with a select number of affluent families and business owners to ensure personalized attention and deep relationships.
Structured Wealth Management Process: Guides clients through a defined process to clarify goals and build a comprehensive financial strategy tailored to their situation.
Address: 18840 SW Boones Ferry Rd #200, Tualatin, OR 97062
Phone: (503) 603-0872
Website: oswegowealth.com
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