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
Why Steward Partners Global Advisory?
Steward Partners Global Advisory 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, international advisory and business solutions. We pride ourselves on delivering platinum-level client service with an unwavering commitment to excellence.
A FIDUCIARY RESPONSIBILITY TO OUR CLIENTS
As a Registered Investment Advisor (RIA), Steward Partners Global Advisory 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