Onesta Wealth Management

Fiduciary or Suitability standard

Onesta Wealth Management ™

Helping Families Thrive ™ - We are a fiduciary, by choice.

AssetLock Advisor How It works

AssetLock advisor – Onesta Wealth Management.
There is of course standard disclosure – see the last few seconds of the video.assetlock advisor
We would of course consider working with you, if you’ll consider working with us.
Some people look for conspiracies.  Some people wonder if AssetLock is a scam.  Well, as an advisor who uses this for my clients – I believe in the AssetLock program.  It does what it says – help clients keep what they have earned.  The simplest form of this tool is to track highest account values and set a predetermined loss.  If the account loses that predetermined amount from the account high, a human being confirms the account should be sold.  If that is the case, the account is sold.

Contact Us

Fill out the interest form below or give us a call 408-459-8383.
[contact-form subject='[Richard Loek%26#039;s website’][contact-field label=’Name’ type=’name’ required=’1’/][contact-field label=’Email’ type=’email’ required=’1’/][contact-field label=’Phone’ type=’text’ required=’1’/][contact-field label=’Comments/questions’ type=’textarea’ required=’1’/][/contact-form]

AssetLock Advisor Note:

AssetLock is not a stop loss program.  It is a software program that monitors accounts on a daily basis.  Then notifies the AssetLock advisor of different states.