Oswego Legacy Partners
Enduring Wealth. Enduring Relationships.
As financial complexity increases, clarity becomes more difficult to maintain. Wealth introduces opportunity, but also responsibility - responsibility that extends across generations, tax environments, market cycles, and family priorities. Our role is to bring structure to that complexity.
Designed for individuals and families whose financial lives have become increasingly interconnected.
As wealth grows, financial decisions rarely exist in isolation. Investment strategies influence taxes. Tax decisions affect estate outcomes. Family priorities shape long-term planning decisions. We work with business owners, Intel executives, Nike and Healthcare professionals, retirees, and multigenerational families seeking thoughtful guidance across investments, taxes, estate planning, and long-term wealth decisions. Specialized Planning Resources Intel Employees - Learn about RSUs, stock concentration, retirement benefits, and tax planning considerations. Nike Employees - Guidance for equity compensation, executive benefits, and long-term wealth planning. Healthcare Professionals - Retirement, tax, and investment planning for physicians and healthcare leaders. Oregon PERS Members - Planning considerations for public employees and future retirees. What our clients share is a desire for greater clarity, coordination, and confidence. Since 2006, Jonathan Leslie, CFP® has worked with individuals and families seeking thoughtful guidance through life's important financial decisions. His planning philosophy, captured in the upcoming release of The Legacy Trilogy, emphasizes understanding before advice and continues to shape the client experience at Oswego Legacy Partners.
Success creates opportunity. It also creates complexity.
The challenge is rarely a lack of options. It's understanding how today's decisions affect everything else. As wealth grows, investments, taxes, estate planning, and family priorities become increasingly connected. We help bring structure to that complexity so decisions can be made with clarity and confidence. Questions that often emerge:
- How much liquidity is enough?
- What decisions today will matter most a decade from now?
- How should wealth support future generations?
- What should I do with RSUs and company stock?
- How do I reduce taxes in retirement?
- Should I complete Roth conversions?
- How should wealth transfer to my children?
The first conversation is simply a conversation.
Share a little about your situation and we'll be in touch.
What we do
Nike Professionals
As wealth and opportunity grow, financial decisions become increasingly interconnected. We help Nike employees navigate stock concentration, equity compensation, RSU's, Options, taxes, retirement, and legacy planning with clarity and confidence.
Read More →Intel Professionals
As careers, compensation, and financial complexity evolve, we help Intel employees make thoughtful decisions around stock benefits, retirement planning, taxes, and family wealth given the unique challenges within the Technology Industry.
Read More →Executive & Concentrated Wealth Planning
Helping clients navigate stock compensation, concentrated positions, and liquidity events thoughtfully.
Investment Strategy
Aligning portfolio decisions with liquidity, income, tax, and long-term planning objectives.
Tax-Aware Planning
Evaluating opportunities that may improve after-tax outcomes and support long-term flexibility.
Retirement Income Planning
Designing income structures intended to support spending needs while reducing dependency on market timing.
Clarity for Complex Wealth
A structured path toward financial independence — and the confidence to move forward deliberately.
See the Full ProcessDiscovery
We begin by understanding what is important to you, your family, and your financial life.
Analyze
Current structures, opportunities, risks, and areas of complexity are evaluated within the context of your objectives.
Design
Planning recommendations are developed around your unique circumstances, priorities, and desired outcomes.
Implement
We work collaboratively to execute agreed-upon strategies and coordinate with other professionals when appropriate.
Monitor & Adapt
As circumstances evolve, strategies evolve alongside them. Planning is not an event. It is an ongoing process.
Every engagement begins with a conversation.
Before recommendations are made, we seek to understand your objectives, priorities, and the circumstances that have shaped your financial life.