Welcome to Wealth Redefined, where we explore strategies, stories, and services that empower you to live a life of significance. This episode is spotlighting a firm that’s redefining wealth management for families and entrepreneurs—Oswego Wealth Management.

David Riback, Managing Partner and one of the key architects behind Oswego Wealth Management’s Virtual Family Office experience. Dave is a trusted Wealth Manager who serves as a Personal CFO to business-owning families across the country. With over three decades of experience, David specializes in coordinating generational wealth strategies that align business succession with personal legacy and family values. His work is grounded in faith, driven by service, and focused on helping families build lives of lasting significance.

David Riback is an active community member with the Lake Oswego Chamber of Commerce, Arts Council and Lake Oswego Rotary. He is joined by Alex Torrescano, client services director.

Email Dave: Dave@oswegowealth.com or call 503-603-0872.

Securities are offered through LPL Financial. Member FINRA/SIPC. Oswego Wealth Management, Inc., a Registered Investment Advisor, offers investment advice. Oswego Wealth Management, Inc. and LPL Financial are separate entities.

https://oswegowealth.com

Lake Oswego Chamber of Commerce Website

Visit us at 148 "B" Avenue Lake Oswego, OR 97034

We offer a wide range of membership tiers and benefits, so browse through our options on our website and pick the one that’s right for your business or organization.

Questions? Call 503-636-3634

For help with your own Podcast Show contact Michelle O’Dell, Modcast Productions michelle@modcastproductions.com