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, mortgage/lending providers and charitable giving experts.
Collaborate With Your Partners
We will work alongside your CPA, business advisors and attorney.