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Robert B

Series 63, Series 65

Lake Oswego, OR

Oswego Private Wealth Management

Robert Bedritis is a financial advisor at Oswego Private Wealth Management with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with several Oswego-branded firms as well as LPL Financial. Oswego Private Wealth Management serves high-net-worth individuals, retirement plans, trusts, estates, charitable organizations, and business entities with discretionary investment management, wealth planning, and business transition services tailored to clients' goals and time horizons. The firm utilizes fundamental and cyclical analysis and offers access to third-party managed accounts and subadvisors.

Wealth management Business exit / sale strategy General tax planning
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Eric B

Series 65

Lake Oswego, OR

Oswego Private Wealth Management

Eric Bedritis is a financial advisor at Oswego Private Wealth Management in Lake Oswego, OR, holding a Series 65 designation. He has been with the firm since 2021 and has a total of six years of related work experience, including roles outside the financial industry prior to joining the firm. Oswego Private Wealth Management provides discretionary investment management, wealth planning, and business transition services to high-net-worth individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm tailors portfolios based on client goals and time horizons, utilizing fundamental and cyclical analysis with a range of investment vehicles and subadvisors.

Wealth management Business exit / sale strategy General tax planning
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