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Robert B

Series 63, Series 65

Lake Oswego, OR

Oswego Private Wealth Management

Robert Bedritis is a financial advisor with Oswego Private Wealth Management in Lake Oswego, OR, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has previously worked at firms including LPL Financial and Principal Financial Services. Oswego Private Wealth Management serves high-net-worth individuals, retirement plans, charitable organizations, trusts, estates, and business entities, offering fee-based advisory services, wealth planning, and business transition consulting. The firm employs fundamental and cyclical analysis and typically uses third-party managed-account platforms with unaffiliated sub-advisors for portfolio management, while retaining oversight and discretionary authority.

Business exit / sale strategy General tax planning General estate planning guidance Retirement plans for business owners (SEP, solo 401k) Cash flow / budgeting
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Eric B

Series 65

Lake Oswego, OR

Oswego Private Wealth Management

Eric Bedritis is a Series 65-licensed advisor at Oswego Private Wealth Management with one year of industry experience. He has worked at Oswego Private Wealth Management since 2021, with prior roles outside the financial industry. Oswego Private Wealth Management serves high-net-worth individuals, retirement plans, charitable organizations, trusts, estates, and business entities with fee-based investment advisory services, wealth planning, and business transition consulting. The firm employs fundamental and cyclical analysis in its investment process and typically uses third-party managed-account platforms alongside unaffiliated sub-advisors for portfolio management.

Business exit / sale strategy General tax planning General estate planning guidance Retirement plans for business owners (SEP, solo 401k) Cash flow / budgeting
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