Oswego Wealth Management

At Oswego Wealth Management, we are committed to helping individuals, families, and business owners make smart financial decisions that align with their values and goals. Our team of experienced professionals takes a personalized approach to wealth management, working closely with a limited number of clients to provide tailored guidance and support.

Our Philosophy

We believe that everyone deserves to live a life of financial freedom and independence. Our job is to help you make smart decisions with your finances, so you can spend time doing what you love. We take the time to get to know you, understand your goals and values, and develop a customized plan that helps you achieve financial security and peace of mind.

Our Services

Our comprehensive wealth management services include investment planning, retirement planning, estate planning, tax planning, and more. We work with individuals, families, and business owners to help them define and pursue their financial goals, whether that's saving for retirement, funding their children's education, or building a lasting legacy.

Our Team

Our team is led by Managing Partner Dave Riback, a seasoned wealth manager with a passion for helping others achieve financial independence. Dave is joined by Client Services Director Alex Torrescano, who brings a wealth of experience in client service and support. Together, our team is dedicated to providing exceptional service and guidance to our clients.

Our Process

Our wealth management process is designed to be personalized, transparent, and effective. We start by getting to know you, understanding your goals and values, and developing a customized plan that meets your unique needs. From there, we work closely with you to implement your plan, monitor your progress, and make adjustments as needed.

Why Choose Us

At Oswego Wealth Management, we're different from other financial advisory firms. We take a personalized approach, working closely with a limited number of clients to provide tailored guidance and support. We're committed to helping you achieve financial freedom and independence, and we're dedicated to making a positive impact in our community.