A firm built on enduring relationships
Independent, deliberate, and personal — advice shaped around the families we serve rather than the products we sell.
The people behind the plan
Meet the advisors behind Oswego Legacy Partners.
Jackson Gibbs, CRPC™
Filler bio — Jackson works with families and executives to coordinate wealth, income, and long-term planning. A few sentences about his background, credentials, and approach go here. Replace this text in the admin dashboard.
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Jonathan Leslie, CFP®
Jonathan Leslie has been helping individuals and families navigate important financial decisions since 2006. With a planning-first approach, he works with clients to bring clarity and coordination to investments, retirement planning, tax considerations, and long-term wealth strategies. His philosophy is simple: confidence comes not from predicting the future, but from being prepared for it. Jonathan joined Prudential Advisors in 2024 after spending ten years as a Vice President Financial Consultant with Fidelity Investments in Beaverton, Oregon. Prior to Fidelity, he advised clients with J.P. Morgan in Denver, Colorado. He holds dual bachelor's degrees in Economics and Geology from Lafayette College. Originally drawn west by a love of the mountains, Jonathan lived in Colorado for more than fifteen years before relocating to Oregon in 2018. Outside of work, he enjoys golfing, snowboarding, exploring the Oregon coast, and spending time with his two children, Parker and Peyton, and their yellow Labrador, Bentley. Jonathan believes that financial planning is ultimately about creating freedom—the freedom to make decisions with confidence and focus on what matters most.
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Alex Culhane, CRPC™
Filler bio — Alex partners with clients on investment strategy and day-to-day planning. A few sentences about his background and role go here. Replace this text in the admin dashboard.
Book a ConversationWealth is only worth what it lets you do.
Oswego Legacy Partners was founded on a simple conviction: that serious wealth deserves serious, unhurried counsel. We work with a limited number of families so that every relationship receives the attention it warrants.
Ready when you are.
The first conversation is simply a conversation — no pressure, no obligation.