Onesta Wealth Management

Fiduciary or Suitability standard

Onesta Wealth Management ™

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

Mid-year stock market review

This year has been off to a frustrating start!  This mid-year stock market review video helps explain what has been going on and is very informative.  Keep in mind, money is in the stock market is always at risk.  Invest responsibly.  If you are not working with an Investment Advisor – consider interviewing us.  We may or may not be a fit for your needs, only way to find out is with a conversation.

Our Ideal Client:

People who are committed to working with investment advisors who care about their clients.  People with unanswered questions and concerns.  It may sound silly, but most of our clients were formerly happy with a stock broker until they discovered how unhappy they were.  They simply did not know they were unhappy.

Mid-year stock market review

We trust you found this useful.  Also, we’d be happy to share with you one of our resources listed to the right.


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