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About us

Why OneSource?

The name OneSource reflects what we built: a single relationship capable of addressing every dimension of a family's financial life. That idea took shape in 2015, when we were founded to serve the financial and insurance needs of small and mid-sized businesses. As those relationships grew, so did the scope of what we were asked to address. We expanded our services, deepened our capabilities, and OneSource Wealth Management emerged from that evolution.

who you work withMeet your team

John Scambray, CPM

John Scambray, CPM

CEO, CIO

916-967-3500

925-989-6157

john@onesourcewm.com

Finance wasn't an abstract concept growing up. My uncle spent more than four decades as a stockbroker, and listening to him describe his work gave me an early education in what it actually means to help people make decisions with their...
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Giuseppe Visconti, MSFE, CRPC, CPM

Giuseppe Visconti, MSFE, CRPC, CPM

President, Chief Financial Officer

916-967-3500

Giuseppe@onesourcewm.com

Somewhere around age fourteen, I watched my father clip stock quotes from the newspaper, record them by hand, and call his trades in through a Charles Schwab broker. I asked what he was doing, and he walked me through it. That...
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Madison Scambray, MSHRM

Madison Scambray, MSHRM

Director of Operations

madison@onesourcewm.com

Operations are invisible when it's done right. No one calls to say the report came in on time, the systems worked, or the advisors had everything they needed. The calls come when something falls through. That reality shaped how I think...
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Kathy Jennings

Kathy Jennings

Office Administrator

kathy@onesourcewm.com

Two decades in this industry have taught me that the most important moments rarely announce themselves. Sometimes it's someone walking in with a question they've been carrying for months, not sure who to ask. Sometimes it's a client...
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Built to Act in Your Interest

Built to Act in Your Interest

As an independent registered investment advisor with the state of California, we operate as a fiduciary. That means we are legally obligated to act in your interest at all times. We work on a fee basis rather than earning commissions on the products we recommend, which removes the conflict of interest that arises when an advisor's compensation is tied to what they sell.

Your assets are held in custody with Charles Schwab, one of the country's most established financial institutions. That relationship provides the account security, investment access, and reporting infrastructure of a major institution, alongside the direct access and personal service of a firm that is locally owned and operated.

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For Where You Want To Be


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