Onesta Wealth Management

Fiduciary or Suitability standard

Onesta Wealth Management ™

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


You have found us!  Onesta Wealth Management is a registered investment adviser located in California.  We can service clients across the United States.

As we add more content to this site we would like to keep you informed.  If you would like to be kept updated on all that we are up to you can add yourself to our newsletter. It is as simple as filling in the form to the right.

We will gladly send you any of our booklets.  We have booklets on Avoiding IRA Distribution Mistakes, Annuities, Life Insurance, and even have a booklet on Social Security planning.

Our others sites are fully populated with useful information, consider visiting them:

iXray Social Security

iXray Retirement

iXray Tax Solutions

Calrima Financial

IRA Jedi

iXray Annuities

04 Privacy Policy Notice 2012  – our official privacy notice

05 Form ADV Part 2A 2B 12-6-12 – our official ADV Part II Brochure

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