Home
About
Services
Resources
Events
Client Login
- Interactive Brokers
- Charles Schwab
Get Started

Coming Soon

Stay Tuned! Events are coming soon

Contact

Office: 916-967-3500

4080 Cavitt Stallman Road

Suite 200

Granite Bay, CA 95746

john@onesourcewm.com

Check the background of your financial professional on FINRA's BrokerCheck.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

This opinion material is written by OneSource Wealth Management and contains general information to help you understand basic investment strategies.

Throughout the website, we may generally discuss different financial vehicles; however, nothing we say should be construed as a recommendation to buy or sell any financial vehicle, nor should it be used to make decisions today about your investments.

Our goal with this website is to expose you to ideas and financial vehicles that may help you work toward your financial goals. Please understand that we cannot make any promises or guarantees that you will accomplish such goals. All investments are subject to risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Past performance is not a guarantee of future results.

Any references to protection benefits generally refer to insurance products. Insurance and annuity product guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company.

This website is designed to provide general information on the subjects covered. It is not, however, intended to provide specific legal or tax advice and cannot be used to avoid tax penalties or to promote, market, or recommend any tax plan or arrangement. Please note that OneSource Wealth Management and its representatives do not give legal or tax advice. You are encouraged to consult your tax advisor or attorney.

Despite efforts to be accurate and current, this website may contain out-of-date information; we are under no obligation to advise you of any subsequent changes related to the topics discussed in this website.

OneSource Advisors, LLC

d/b/a OneSource Wealth Management, OneSource Health & Wealth Management, Wise Money Guys (“OneSource”, “Our Firm”, or the “Advisor”)

Form ADV Part 3 – Client Relationship Summary

February 2025