INVESTMENTS

INSURANCE

PLANNING

oNE FIRM

ONE WEALTH INVESTORS

At One Wealth Investors, we are dedicated to helping our clients organize their financial affairs and implement a comprehensive wealth management and estate plan. Our clients value our personalized touch, and our technology platform that allows them to quickly and easily access and monitor their entire financial picture.

OUR SERVICES

GUIDANCE FOR AFFLUENT FAMILIES & BUSINESSES

We offer a personalized touch and tailored solutions to help grow, preserve, and protect our client’s wealth.
By investing time to understand their goals, objectives, family dynamics, we are committed in helping them secure their family’s legacy.

WEALTH MANAGMENT

As your financial advisors, we provide holistic wealth management, crafting
personalized strategies that align with your goals and values. Our comprehensive
approach identifies opportunities, addresses concerns, and optimizes your
financial growth. As your trusted partner, we continuously monitor and adapt your
plan, ensuring you can focus on what matters most.

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INVESTMENT STRATEGIES

At One Wealth Investors, our disciplined investment philosophy reflects our core values, focusing on long-term success. We tailor diversified asset allocations to your risk
tolerance and goals, using evidence-based strategies for tax-efficient, emotion
free decision-making. As your partner, we guide you through the natural ups and
downs of investing.

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TAX PLANNING

We understand the vital role tax planning plays in securing your financial well
being. Our tailored strategies minimize tax liability while maximizing wealth
through tax-efficient investing, asset location, and smart distribution planning. We ensure your financial plan remains efficient,
helping you preserve and grow your wealth.

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RETIREMENT DISTRIBUTION

We tailor strategies based on your goals, life expectancy, and tax implications,
balancing asset preservation with your desired lifestyle. With continuous
monitoring, we help you navigate retirement with confidence and peace of mind.

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BUSINESS RETIREMENT

Reward your team, and safeguard assets with customized business retirement plans. We offer comprehensive insight into 401(k), profit-sharing plans, defined benefit pensions, investment support and ERISA compliance

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EXIT AND SUCCESSION

We help you prepare by securing successors, setting up buy-sell agreements, and
protecting income. When it’s time to exit, we guide you through negotiations,
building the right team, and ensuring your financial future with a strategic
investment plan.

Team Members

Our forward-thinking team focused on the future, and your future

Tim Holland

Chief Investment Officer, CFA
TownSquare Capital, LLC

Note: TownSquare Capital, LLC in an independent entity and is not an affiliated company with One Wealth Management Investment & Advisory Services, LLC

Jordan Linn

Analyst: Technology & Innovation Sector

Client Planning

Ericka Herrera

Investment Operations

Client Services

Tatiana Paolucci

Client Planning

Yessika Gonzalez