Wealth Management | Institutional Consulting | Asset Management

Oswego Crest Financial Group, LLC at Steward Partners

Your Client Experience

Oswego Crest Financial Group, LLC, is an independent firm offering access to financial planning services and investment management. Being independent in our thinking and completely objective in our advice, Oswego Crest is dedicated to delivering a high quality client experience that focuses on you, in all seasons of your life.

What is your story?

Your Experiences
Your Values
Your Concerns
Your Dreams

THE NEXT EVOLUTION IN WEALTH MANAGEMENT

Why Steward Partners?

Steward Partners is an employee-owned, full-service independent partnership catering to family, institutional, and multigenerational investors. Our professionals deliver comprehensive wealth planning and investment strategy implementation, professional asset management services, private banking, institutional consulting, and business solutions. We pride ourselves on delivering high-level client service with an unwavering commitment to excellence.

A FIDUCIARY RESPONSIBILITY TO OUR CLIENTS

As a Registered Investment Advisor (RIA), Steward Partners acts as fiduciary to our advisory clients. This means that The Firm has a fundamental obligation to act in the best interests of our clients and to provide investment advice in our client’s best interests. The Firm and its advisors owe our clients a duty of undivided loyalty and utmost good faith. The Firm does not engage in any activity in conflict with the interest of any client and takes steps reasonably necessary to fulfill our obligations.*

*https://www.sec.gov/divisions/investment/advoverview.htm

Intelligent Solutions for Complex Financial Situations

ENGAGEMENT OPTIONS

Personal Concierge

We serve ultra-wealthy families under a comprehensive plan designed by a team of skilled professionals. We combine asset management, cash management, risk management, financial planning, lifestyle management and a variety of additional services to help you navigate the complexities of your wealth. We have access to a consortium of professionals with experience in legal, insurance, estate, tax and investment planning, and we act as a personal concierge for you and your family to handle your personal affairs and other lifestyle needs.

Registered Investment Advisor

As a registered investment advisory firm, we are focused solely on your best interests and have added level of fiduciary responsibility. We attend to your unique financial situation, seeking to address your goals and objectives through comprehensive financial planning. As life evolves and markets fluctuate, your plan and strategies will be updated as well to help keep you on track every step of the way. We have investment independence and no conflicts of interest, and our compensation and fees are completely transparent.

Wealth Planning

Addressing the complexities of wealth in today’s markets requires professional guidance, a disciplined process, and access to a wide array of innovative financial solutions. At Steward Partners, we take a comprehensive approach to wealth planning, recommending not only traditional investment solutions, but also more sophisticated alternatives. We’re deeply committed to helping you align your wealth with your values and goals, both now and as your life and objectives evolve over time.