Oswego Private Wealth Management, LLC is a registered investment advisor in the State of Oregon. The firm helps individuals, families, and business owners plan for their financial futures, with guidance shaped around their needs and goals. Its services include wealth management and financial planning designed to prepare clients for potential challenges and life’s unexpected changes.

Through its “Stress Test” offering, the firm helps clients consider possible roadblocks that could affect their plans. For business owners, Oswego Private Wealth works across aspects of wealth and supports planning for a business transition or exit, allowing owners to focus on building and guiding their enterprises. The firm’s team includes Bob Bedritis, CEPA®, Eric Bedritis, CEPA®, CBVS, and Kim Cooper.

Oswego Private Wealth also shares financial insights through podcasts and flash reports, and highlights its community impact and support for local and worldwide organizations. Its stated purpose is to make clients’ finances a priority so they can focus on loved ones, causes they care about, and making a difference