facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause

How We Work With Business Owners

As a Business Owner, You Are a Different Breed

You Risk Everything for an Opportunity to Build Something Bigger Than Yourself

As a business owner, you expend time, energy and resources to build your business and find success. However, this also means that most business owners have little time to devote to their personal wealth strategy. At Oswego Wealth Management, we partner with business owners to address both the personal and business aspects of their wealth, including retirement plan consulting, tax mitigation, cash flow planning, estate planning and long-term wealth management.

Why Business Owners Choose Oswego Wealth Management


Our experience is our strength. We act as your financial sounding board for ideas, can provide benchmarking for retirement plans, and give you insights on corporate tax strategies.

We Save You Time

100% of your focus should be on running, growing and managing your business. We are skilled in managing your financial life and handling employee questions about your company retirement plan. This will save you time you can leverage to manage your business.

Professional Referral Network

We maintain a network of professionals. This includes accountants, attorneys, insurance specialists, and charitable giving experts. 

Collaborate With Your Partners

We will work alongside your CPA, business advisors and attorney. 

We Provide 401(k) Benchmarking

When was the last time you benchmarked your retirement plan? We can do a custom review of your plan with and provide you with a benchmarking report against plans of similar size.

You’re backed by a team of experienced due diligence professionals who can provide:

  • Institutional quality investments for your employees, along with access to high-net-worth solutions for yourself
  • Relief from fiduciary responsibilities, providing you with virtually no liability to investment management
  • Access to professionally managed, low-cost model portfolios
  • A range of model portfolios and investment solutions that are researched and monitored by a team of due diligence professionals
Schedule A Call