01. About Us

We are dedicated to providing the wealth management and strategic wealth planning that is right for you. We will learn your personalized needs and put our experience towards creating a taylor-made plan just for you

02. Our Philosophy

Our focus is to understand your goals and develop a plan to reach them. We are committed to our clients’ best interest and will continue to strive to achieve those goals. We will build a detailed analysis and clearly discuss our recommendations, and work with you to execute them

03. Our Process

A strong planning process is the most effective way to create a more financially secure plan. It is crucial to create a financial plan that can seek to protect your needs now, and dynamically adapts into the future.We will work with you throughout to realize your goals

Our Services

Investment Planning

Investment Policy Statement

Asset Allocation

Account Aggregation

Stock Concentration Strategies

Estate Planning

Wills / Trusts

Health Care Proxy

Power of Attorney

Guardians for Minor Children

Charitable Strategies

Retirement Planning

Social Security Analysis

Cash Flow Analysis

Annuities and Pensions

Review of Employer Sponsored Plans

RMD’s and Withdrawal

Insurance Planning

Review of Existing Policies

Life Insurance Analysis

L.T. Care Insurance Analysis

Disability Insurance Analysis

Homeowner’s or Renter’s

Insurance Review

Liability Coverage

Aid to Loved Ones

Gifting

College Planning

Caring for Elderly

529 College Savings Plans

UGMA / UTMA

 

Cash Flow and Budget

Expense and Budgeting Analysis

Debt Management

Emergency Funding

Mortgage Review

Lines of Credit

Tax Planning

Comprehensive Tax

Partnership, Estate, Corporation

And Foundation Return

Preparation and Review

Family Unit Planning

Family Governance Meetings

Training and Education

Life Management Services

OneGroup Wealth Partners, Inc. does not employ or contract attorneys or accountants. All legal and tax services referenced above relate only to analysis and review, not preparation or filing. Clients will need to consult with their attorneys for the creation and filing of Wills, Trusts and other estate planning documents. Clients will need to consult with their accountants and CPAs for the preparation and filing of all tax documents.

Blogs

One Group Wealth Partners |
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Intro By now, there’s a good chance that the recent market downturn resulting from the COVID-19 pandemic has left you questioning your investment strategy. In fact, there’s a good chance that you lost a good chunk of change during the rapid sell-offs in early-mid March. But now that the sudden onset of this downturn has passed, it’s time to thoughtfully reevaluate your investing plans in the wake of COVID-19. Don’t Panic Before making plans to...
One Group Wealth Partners |
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Following a solid tax planning strategy throughout the year is an integral part of any financial plan, but there are special considerations to make as the year comes to a close that can help maximize your refund or minimize your liability. Are you taking advantage of the following tax-saving strategies with your return? Maximize Retirement Contributions to Traditional IRAs Far too many taxpayers fail to take advantage of their annual retirement contribution limits and miss...
One Group Wealth Partners |
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If you’re a beginning investor, it’s likely you’re concentrating on building your portfolio. But as important as it is to build that portfolio, you should also ensure that it’s diversified. The current market uncertainty caused by COVID-19 is a perfect example of why diversification is so important. Why is a diversified portfolio so important? There are three key reasons why diversifying is important: A diversified portfolio helps minimize risk. Stocks can be a risky investment...