wiseradvisor

Thomas Daniels
Oswego Crest Financial Group, LLC

Tel: (503) 496-5400
5000 Meadows Road
Lake Oswego, OR 97035

Planning for the Seasons of Life

Oswego Crest Financial Group, LLC | Financial Advisor in Lake Oswego ,OR

About Oswego Crest Financial Group, LLC

Oswego Crest Financial Group, LLC is an independent firm offering access to financial planning services and investment mangement. We are committed to being independent in our thinking and completely objective in our advice. Unencumbered by many of the conflicting interests of traditional wall street firms, Oswego Crest is dedicated to delivering a unique client experience that focuses on you.


General Information

Firm Start Year:   2005
No.of Employees:   2-4
Name of Broker/Dealer:   Commonwealth Financial Network
Name of Custodial Firm:   National Financial Services
Number of Years with Current Firm:   13


Firm Information

Firm's Number of Clients:   442
Firm's Number of Planning Clients:   245
Firm's Number of Managed Clients:   282
Assets Managed by Firm:   $125,000,000


Education

Bachelors of Science in Finance - Business  Oregon State University - Corvallis, Oregon
1982-1986



Faqs

  • What are your qualifications? What is your education background? We have a CFP, a CRPC and AIF on staff. We all have extensive educations to draw from, as well as over 65 collective years of experience.
  • What is your approach to financial planning? Planning is the driver...we will not take money out of context, we like all accounts and dollars to have specific goals attached to them.
  • What services do you offer? Financial Planning, Investment Management, Some Tax Planning specific to investments, etc, Estate Planning preparation, and Risk Management.
  • How many clients do you currently manage? Our firm has 425 relationships
  • Will you be the only person working with me? No, we have 3 Advisers and 1 Client Services Manager/Assistant
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Disclaimer

This communication is strictly intended for individuals residing in the states of AK, AZ, CA, CO, IA, ID, NM, NV, OH, OK, OR, PA, TN, TX, UT, WA, WY. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested. Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA, SIPC, a Registered Investment Adviser. Review our Terms of Use:https://www.commonwealth.com/termsofuse.html

Thomas Daniels

Thomas Daniels

Growing up in a small town like Sweet Home, Oregon, was very special. It was a thriving community when I was young. Logging and the timber industry were the major sources of income for much of the area. I was blessed to have my great-grandmothers, all grandparents, and numerous aunts and uncles nearby. I went on to graduate from Oregon State University with a degree in financial management and was also a member of the successful 1985 and 1986 OSU Beaver baseball teams. After a 13-year career in transportation and logistics, I moved into the financial world as an advisor. During these early career years, I was lucky enough to meet my wife, Lisa, and we later had our daughter, Olivia. We love to travel as a family and have been to many national parks and made a couple of trips to Europe.

I enjoy giving back to the community. I have been involved in Elders in Action, a nonprofit elder advocacy group, as well as supporting a scholarship fund in the memory of my father. I also enjoy golf, hiking, and following Beaver sports teams.

I assist in planning meetings and the operational side of new client relationships. I am an Investment Adviser Representative and Registered Representative of Commonwealth Financial Network®.

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My Services

Financial Advice & Consulting

Oswego Crest Financial Group, LLC is an independent firm that that that offers Financial Planning and Investment Management. We a We a We always remain independent that offers Financial Planning and Investment Management. We always remain independent in our thinking and completely objective in our advice. Unencumbered by many of the conflicting interests of traditional wall street firms, Oswego Crest is dedicated to delivering a unique client experience that focuses on you.


Financial Planning for Individuals

Working with us can help you put a plan in place to pursue your goals. Together, you'll go through a comprehensive process for managing your financial life and creating a long-term plan customized to your needs. The process starts by examining the wealth strategies universe and its modules: Accumulation, Retirement Income Planning, Estate planning, Risk management, Business planning and Taxation.


Portfolio Management

Your individual financial objectives, personal investment style, and risk tolerance are the primary criteria that influence our recommendations to you. Commonwealth offers us access to an extensive selection of third-party investment vehicles and objective, independent research from its in-house analysts, helping us to help you pursue your goals.


My Team

Patricia Sturr
Patricia Sturr CFP
Pat is dedicated to Financial Planning and if focused on providing very personalized service and information. She has 20 years of experience, so she can handle a variety of planning challenges that come up. She spends a lot of time up front to get to know more about you than just your finances and investments.

Peter Miller
Peter Miller CRPC and AIF
Pete is our Chief Investment Officer and manages the portfolios for our business. He has 26 years of experience and has seen a lot and experienced a lot of market cycles. He use Fundamental and Technical(charts) analysis to put together a variety of portfolios and personalized portfolios to fit most investors needs.

Office Hours

wiseradvisor-balck-li-img Mon. 7:00 AM - 4:30 PM
wiseradvisor-balck-li-img Tue. 7:00 AM - 4:30 PM
wiseradvisor-balck-li-img Wed. 7:00 AM - 4:30 PM
wiseradvisor-balck-li-img Thu. 7:00 AM - 4:30 PM
wiseradvisor-balck-li-img Fri. 7:00 AM - 4:30 PM

Communities Served

The Entire Portland Metro Area