Products & Services
ONE Source Wealth Management offers a wide range of services to both individual and business clients. Our clients range in size from individuals to start-up enterprises, to those with millions of dollars in sales. We have been providing business advice since 1988.
Every one of our clients receives the personal attention of a ONE Source Investment Professional. When you visit us, you will be welcomed by a team of advisors that will recommend investments that are consistent with your unique objectives.
At our firm, we provide expert assistance in the following areas:
INVESTMENT SERVICES
- Fee Based Investment Advisory
- Stocks, Bonds, ETFs and Mutual Funds
- IRAs
- Brokerage Accounts
- 529 Plans
- Fixed and Variable Annuities
- Asset Allocation
- Asset Rebalancing
RETIREMENT PLAN SERVICES
- Enrollment Services
- Individual Retirement Planning Analyses for Employees
- Employee Communication Materials
- Employee Investment Advisory Services
- Instant Access to Account Information
- Customized Plan Design
- Record Keeping
- Employer Summary and Individual Participant Statements
INSURANCE PROGRAMS
- Life Insurance
- Disability Insurance
- Health Insurance
- Long Term Care
BUSINESS PLANNING AND EMPLOYEE BENEFITS
- Executive Benefits
- Deferred Compensation
- Buy-Sell Funding
- Key Person Coverage
- Employee Benefits - Life/Health/Dental & Disability Insurance
Contact us to get started.