Welcome To OneSource Wealth Management
At OneSource Wealth Management we are Retirement Investment and Financial Planning Experts dedicated to serving you, a member of our community.
We specialize in helping people who are retired or about to retire enhance and protect their investment portfolios.
The professionals at OneSource share a commitment to delivering results beyond expectation and to providing clients with unparalleled personal service and care.
In all aspects of our business endeavors, our client's interests come first. We hold ourselves to the highest advisory standard levels when providing guidance, performance and service for all your Investment and Financial Planning needs.
If you are tired of less than adequate results and service, please reach to us today.
We look forward to helping you exceed your financial dreams.
Best Regards,
John Scambray, CPM
CEO, CIO
And
Giuseppe Visconti, MSFE, CRPC®, CPM®
President, CFO
who we areBeyond traditional finance -
A new era of wealth strategy.
Established in 2015, OneSource Advisors, LLC was initially created to cater to the financial services and insurance needs of small to mid-sized businesses. Over time, our services evolved, leading to the expansion of our offerings and the formation of OneSource Wealth Management. At OneSource Wealth Management, we take great satisfaction in assisting you in strategically planning your finances, enabling you to realize the meaningful goals in your life. We pride ourselves on being a comprehensive investment management and financial planning company dedicated to supporting families and individuals in the pursuit of their financial objectives.
As a locally owned and operated business, we prioritize directing our company expenses towards initiatives that directly enhance our clients' experience. This commitment enables us to deliver an exceptional level of personalized service at a reasonable cost. Through strategic partnerships with prominent financial institutions such as Charles Schwab we can provide our clients with a comprehensive range of investments and the financial strength they require. Our clients benefit from personal attention of a small firm, coupled with the security and access to resources of a larger firm — truly offering the best of both worlds.
