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


College Planning

Caring for Elderly

529 College Savings Plans



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.