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.

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

iXray Retirement

Calrima Financial

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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