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Welcome to OneSource Wealth Management

At OneSource Wealth Management we are Retirement Investment and Financial Planning Experts dedicated to serving you, a member of our community.

We specialize in helping people who are retired or about to retire enchance and protect their investment portfolios.

The professionals at OneSource share a commitment to delivering results beyond expectation and to providing clients with unparalleled personal service and care.

In all aspects of our business endeavors, our client's interests come first. We hold ourselves to the highest advisory standard levels when providing guidance, performance and service for all your Investment and Financial Planning needs.

If you are tired of less than adequate results and service, please call us today or click and complete the Contact Us information to schedule your no obligation consultation or Call 916-967-3500.

We look forward to helping you exceed your financial dreams.

Best Regards,

John Scambray,CPM
Chief Executive Officer

Outlines steps toward handling financial setbacks and emerging stronger.

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Suggests considering life insurance for stability during uncertain markets.

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Explains how future tax rules may impact deductibility of charitable donations.

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Provides an overview of key provisions in the new "One Big Beautiful Bill Act."

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How much can you afford to pay for a car?

This calculator can help you determine whether you should consider converting to a Roth IRA.

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

This calculator is designed to help you attach a dollar figure to your life’s work.

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck