ROBERT BEDRITIS
Oswego Private Wealth Management, LLC
As a Certified Exit Planning Advisor (CEPA®), Robert Bedritis is equipped with the training, skills, and tools needed to strengthen relationships with business owners and serve as their most trusted advisor.
Through the knowledge learned in the credentialing program, CEPAs® holistically plan for an owner’s life outside of their business while successfully building significant value in their organization prior to their exit. Not only will a CEPA® help you effectively transition your business, but will also advise you on personal and personal financial matters.
{custom_meta_description=Robert Bedritis - - Oswego Private Wealth Management, LLC - Lake Oswego, Oregon, city=Lake Oswego, display_country=United States, hs_object_source_detail_1=Find A CEPA (JANUARY 2025), hs_object_source_label=AUTOMATION_PLATFORM, url_slug=robert-bedritis, lname=Bedritis, hs_object_source_id=enrollmentId:1513997350695;actionExecutionIndex:0, cepa_attendance_sheet_url=https://exit-planning-institute.org/hubfs/Certificates%20of%20Attendance/CEPA%20JANUARY%202025/BEDRITIS-BOB-CERTIFICATE%20OF%20ATTENDANCE-CFP-NASBA-CEPAOnline-2025-JANUARY.pdf, hs_createdate=1739200633035, cohortium_profile_title=Robert Bedritis | Wealth Manager at Oswego Private Wealth Management, LLC | CEPA Connect Member, state=Oregon, id=23830715165, advisor_type=Wealth Manager, custom_page_title=Exit Planning Institute - Find a CEPA | Robert Bedritis, email=bob@opwm.com, cohortium_meta_description=Connect with Robert Bedritis, a specialized Wealth Manager working with Oswego Private Wealth Management, LLC based in Oregon., associated_contact_record_id=30122501, website=www.opwm.com, cepa_certificate_url=https://exit-planning-institute.org/hubfs/CEPA%20Certificates/CEPA%20JANUARY%202025/8350_Bedritis_CEPA-Certificate-2025-January.pdf, is_editable=editable, url_slug_2=robert-bedritis, impersonate_user_url=https://exit-planning-institute.org/member-detail/robert-bedritis?impersonation=true, full_name=Robert Bedritis, hs_lastmodifieddate=1764932373514, phone=+15039318104, company_name=Oswego Private Wealth Management, LLC, name=Robert, hs_object_id=23830715165, associated_resources=0, hs_object_source=AUTOMATION_PLATFORM, postal_code=97035, status=Published, hs_updated_by_user_id=49327279}
- Advisor Type: Wealth Manager
- Website:
https://www.opwm.com - Phone: +15039318104
- City: Lake Oswego
- State: Oregon
- Postal Code: 97035
- Country: United States
- Designations:
- Markets Served:
- Company Name: Oswego Private Wealth Management, LLC
