ABOUT US

OUR MISSION

At One Wealth Investors, we are dedicated to delivering genuine financial security through a personalized and collaborative approach. Since our inception in 2017 as a boutique, independent advisory firm, we have focused on providing comprehensive wealth management services to high-net-worth families and businesses in the South Florida region.

Our mission is to empower affluent families and businesses to achieve true generational wealth through expert guidance, tailored planning, and transparent solutions.

We simplify the complexities of wealth management, helping our clients
navigate their financial journeys in a way that aligns with their values and goals.

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

Client Services

Alec Musa

Client Planning

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