Oswego Private Wealth Management

Overview

Oswego Private Wealth Management is an independent, privately owned limited liability company that advises individuals and families. The firm operates as a capital allocator, combining fee arrangements that include a percentage of assets under management, hourly charges, and fixed fees. Its advisory services cover financial planning, discretionary portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and selection of other advisers. The firm is not positioned as an ESG investor, does not identify as a multi-state adviser, and does not list pension consulting or related-adviser activities. Investment implementation emphasizes liquid, publicly traded instruments alongside allocations to third-party alternative managers.

Assets & Accounts

Public Holdings

Investments & Alternatives