Onesta Wealth Management

At Onesta Wealth Management, we're dedicated to helping families thrive by providing comprehensive fee-only financial planning services. As a fiduciary, we put our clients' needs above all else, ensuring that their best interests are always our top priority. Our team takes the time to get to know each client, understanding their unique financial goals and aspirations. We then use this knowledge to develop personalized financial plans that address their specific needs and concerns.

Our Philosophy

We believe that financial planning should be a collaborative process, where our team works closely with clients to understand their financial situation, identify potential gaps, and develop strategies to address them. Our approach is built on the principles of transparency, trust, and open communication. We're committed to providing unbiased, fee-only financial planning services that are free from conflicts of interest.

Our Services

Our comprehensive financial planning services are designed to help clients achieve their financial goals and secure their financial future. We offer a range of services, including:

• Fee-only financial planning: We provide personalized financial plans that address our clients' specific needs and goals.
• Second opinion reports: We conduct a thorough review of our clients' current financial situation and provide a detailed report highlighting areas for improvement.
• Income planning: We develop customized income plans that take into account our clients' Social Security benefits, pensions, retirement accounts, and expenses.
• Estate planning: We work with our clients to develop comprehensive estate plans that include trusts, wills, and other legal documents.
• Insurance reviews: We review our clients' insurance policies to ensure they have adequate coverage and are not overpaying for unnecessary policies.

Our Process

Our financial planning process is designed to be comprehensive, yet easy to understand. Here's an overview of how we work with our clients:

• Initial consultation: We start with a complimentary consultation to get to know our clients and understand their financial goals and concerns.
• Data gathering: We gather all necessary financial data and documents to develop a comprehensive financial plan.
• Analysis and recommendations: We analyze our clients' financial data and develop personalized recommendations to address their specific needs and goals.
• Implementation: We work with our clients to implement their financial plan, providing guidance and support every step of the way.
• Ongoing support: We offer ongoing support and guidance to ensure our clients stay on track with their financial plan.