01. About Us
We are dedicated to providing the wealth management and strategic wealth planning that is right for you. We will learn your personalized needs and put our experience towards creating a taylor-made plan just for you
02. Our Philosophy
Our focus is to understand your goals and develop a plan to reach them. We are committed to our clients’ best interest and will continue to strive to achieve those goals. We will build a detailed analysis and clearly discuss our recommendations, and work with you to execute them
03. Our Process
A strong planning process is the most effective way to create a more financially secure plan. It is crucial to create a financial plan that can seek to protect your needs now, and dynamically adapts into the future.We will work with you throughout to realize your goals
Our Services
Investment Planning
Investment Policy Statement
Asset Allocation
Account Aggregation
Stock Concentration Strategies
Estate Planning
Wills / Trusts
Health Care Proxy
Power of Attorney
Guardians for Minor Children
Charitable Strategies
Retirement Planning
Social Security Analysis
Cash Flow Analysis
Annuities and Pensions
Review of Employer Sponsored Plans
RMD’s and Withdrawal
Insurance Planning
Review of Existing Policies
Life Insurance Analysis
L.T. Care Insurance Analysis
Disability Insurance Analysis
Homeowner’s or Renter’s
Insurance Review
Liability Coverage
Aid to Loved Ones
Gifting
College Planning
Caring for Elderly
529 College Savings Plans
UGMA / UTMA
Cash Flow and Budget
Expense and Budgeting Analysis
Debt Management
Emergency Funding
Mortgage Review
Lines of Credit
Tax Planning
Comprehensive Tax
Partnership, Estate, Corporation
And Foundation Return
Preparation and Review
Family Unit Planning
Family Governance Meetings
Training and Education
Life Management Services
OneGroup Wealth Partners, Inc. does not employ or contract attorneys or accountants. All legal and tax services referenced above relate only to analysis and review, not preparation or filing. Clients will need to consult with their attorneys for the creation and filing of Wills, Trusts and other estate planning documents. Clients will need to consult with their accountants and CPAs for the preparation and filing of all tax documents.