We specialize in working with people, like you, regarding Wealth Management Retirement Planning. Onesta Wealth Management is a registered investment adviser located in California. We can service clients across the United States.
Advocate. Educate. Disrupt – this is who we are.
After several years in this industry it has become clear this is our mission. Advocate for people. Educate clients about the various options they have. Disrupt the norm by showing people how to determine what is in their best interest, even if that means working with a different advisor.
Planning Services
Onesta provides financial planning services. Our licensing can be extended to all states. We are licensed in some states. We mostly serve the greater San Francisco Bay Area. We are located in Campbell, California, which is the heart of Silicon Valley.
We are a fee only Registered Investment Advisor. We look forward to connecting with you soon.
As a fee only firm we are able to provide comprehensive financial plans, asset management and of course customer service you will love.
These three Brief Videos share our view of working with clients, please enjoy!
Five Key Elements: (these videos go a bit deeper about our comprehensive planning)
Helping Individuals and Families Thrive with Grace & Ease
[su_lightbox src=”https://www.youtube.com/watch?v=mBHDHb-LZ84?autoplay=1&rel=0&showinfo=0″]
Click to view an overview of our Five Key Elements or see each one below[/su_lightbox]
We have an exclusive five key element design. Like spokes on a wheel, if one element is weak then there may be a pending failure. Wealth Management Retirement Planning can be complex. However, if we could show you a way that makes this process simple and easy – would you be interested?
We have seen people who have been surprised by the challenges they face in retirement. When the first spouse passes away (dies) the surviving spouse is often tossed into a whirlwind. A whirlwind of paperwork and financial reality checks. We highly recommend a 2nd opinion before one of you dies.
- Income [su_lightbox src=”https://www.youtube.com/watch?v=GaIwLfkHUPc?autoplay=1&rel=0&showinfo=0″]
[/su_lightbox] - Taxes [su_lightbox src=”https://www.youtube.com/watch?v=aTXySyuYisk?autoplay=1&rel=0&showinfo=0″]
[/su_lightbox] - Health [su_lightbox src=”https://www.youtube.com/watch?v=37xfF0iKA14?autoplay=1&rel=0&showinfo=0″]
[/su_lightbox] - Estate [su_lightbox src=”https://www.youtube.com/watch?v=Hd84FF1a0RU?autoplay=1&rel=0&showinfo=0″]
[/su_lightbox] - Legacy [su_lightbox src=”https://www.youtube.com/watch?v=J4rUT5vwEyk?autoplay=1&rel=0&showinfo=0″]
[/su_lightbox]
There are many places you can learn more about us. Google certainly has much information from us including videos on YouTube. And we are growing our Google places listing Our others sites are fully populated with useful information, consider visiting them: iXray Retirement Calrima Financial iXray Annuities
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. 04 Privacy Policy Notice 2012 – our official privacy notice 05 Form ADV Part 2A 2B – our official ADV Part II Brochure.