What are the opening hours?

Monday 7am - 5pm Tuesday 7am - 5pm Wednesday 7am - 5pm Thursday 7am - 5pm

OneSource Wealth Management, 4080 Cavitt Stallman Road , Suite 200, Granite Bay, CA (2026)

About Us
OneSource Wealth Management is one of the areas Top and Fastest Growing independent registered investment advisory firms. Our Mission
OneSource Wealth Management provides un-matched investment expertise and financial planning using long term tested, highly exclusive investment strategies to help privately held institutions, individuals and families with their retirement, investment and fi

nancial planning needs

Our Expertise
With over 100 years of combined Custom Investment, Wealth Management and Financial Planning experience, OneSource has the ability to help our clients thrive no matter what life throws our way even during periods of out of control inflation, rising interest rates and suffocating taxes. Our highly experienced team, products and technology position our company and yours for long-term success. Our Passion
Creating exclusive financial strategies for businesses, employers, individuals and families to meet or exceed their investment goals and objectives, before and during retirement.

09/02/2026

📅 Save The Date: Free Retirement Planning Workshop & Dinner
Join us September 16 at Woodcreek Golf Club in Roseville for Legacy Wealth Generator.

🚨 ATTENTION RETIREES & PRE-RETIREES 🚨

📅 FREE Retirement Planning Workshop & Dinner — September 16th!

Don’t let crushing inflation, taxes, and regulation wipe out your retirement savings! Join us for Legacy Wealth Generator, a complimentary Retirement Protection & Planning Workshop and Dinner at Woodcreek Golf Club in Roseville, CA.

✅ Protect and grow your retirement savings during these challenging and uncertain times. Learn valuable retirement asset protection and enhanced income strategies to minimize risk and maximize income, whether you're nearing retirement or already enjoying it.

🎤 Leading the discussion will be OneSource Wealth Management’s John Scambray and Giuseppe Visconti.

📝 YOU WILL LEARN:
• Retirement Asset Protection
• Enhanced Income Strategies
• When to Take Social Security
• Should You Convert to a Roth IRA

Get answers to your most pressing questions:
💡 How can you reduce your risk?
📈 How can you increase your income?
📊 What are the best ways to maximize asset growth?
💼 What investments should you consider for the remainder of 2026?
📉 Are your investments inflation-proof?
💵 Are your retirement assets or income down?

📅 Join us on Wednesday, September 16, 2026, from 6:00 PM to 7:30 PM.

🍽️ Register for this FREE DINNER event at Woodcreek Golf Club in Roseville, CA.
REGISTER NOW: https://www.oswealthmanagement.com/events/legacy-wealth-generator-seminar

📆 Add Legacy Wealth Generator to your digital calendar:
https://www.addevent.com/event/lb5g2tjtvbnn

04/29/2026

Last chance to register and attend tonight.

Our in-person Legacy Wealth Generator workshop is happening this evening in Walnut Creek, and if you have been meaning to sign up, this is the moment.

Join us for a FREE Retirement Planning Workshop & Dinner at Diablo Hills Golf Course and hear from John Scambray and Giuseppe Visconti on strategies related to:

Retirement Asset Protection
Enhanced Income Strategies
When to Take Social Security
Should You Convert to a Roth IRA

If retirement planning, protecting savings, and generating income more confidently are top of mind, we would love to have you with us tonight.

🍽️ Dinner is included.

Reserve your seat now:
https://www.healthwealthadvisory.com/04-29-Workshop---Walnut-Creek,-CA.15.htm

04/27/2026

Our next in-person Legacy Wealth Generator workshop starts two days from now, and registrations have been coming in swiftly.

Seats are filling up, but we can still take a few more.

If you have been meaning to register, this is the time to do it. We encourage you to reserve your spot early for yourself, or for you and your spouse or partner, before remaining space gets tighter.

Join us for a FREE Retirement Planning Workshop & Dinner on Wednesday, April 29, 2026 at Diablo Hills Golf Course in Walnut Creek.

Join John Scambray and Giuseppe Visconti for an informative evening focused on:
* Retirement Asset Protection
* Enhanced Income Strategies
* When to Take Social Security
* Should You Convert to a Roth IRA

Don’t let inflation, taxes, regulation, and market uncertainty quietly chip away at the retirement savings you have worked hard to build.

🍽️ Dinner is included in a private banquet room inside The Greenery Restaurant and Sports Bar.

Reserve your seat now:
https://www.healthwealthadvisory.com/04-29-Workshop---Walnut-Creek,-CA.15.htm

04/23/2026

We’re now just one week away from our next in-person Legacy Wealth Generator workshop, and registrations have been coming in swiftly.

If you have been meaning to register, now is the time. We encourage you to reserve your spot early for yourself, or for you and your spouse or partner, before space becomes more limited.

Join us for a FREE Retirement Planning Workshop & Dinner on Wednesday, April 29, 2026 at Diablo Hills Golf Course in Walnut Creek.

Join John Scambray and Giuseppe Visconti for an informative evening focused on:
* Retirement Asset Protection
* Enhanced Income Strategies
* When to Take Social Security
* Should You Convert to a Roth IRA

Don’t let inflation, taxes, and market uncertainty quietly chip away at the retirement savings you’ve worked hard to build.

🍽️ Dinner is included in a private banquet room inside The Greenery Restaurant and Sports Bar.

Reserve your seat now:
https://www.healthwealthadvisory.com/04-29-Workshop---Walnut-Creek,-CA.15.htm

04/13/2026

Retirement planning is too important to put on autopilot.

Join us on Wednesday, April 29 for Legacy Wealth Generator - a FREE Retirement Planning Workshop & Dinner at Diablo Hills Golf Course in Walnut Creek.

This in-person event is designed to help retirees and pre-retirees better understand how to protect retirement assets, strengthen income planning, think through Social Security timing, and evaluate Roth IRA conversion opportunities.

🎤 Featuring John Scambray and Giuseppe Visconti
🍽️ Dinner included
📍 Private banquet room inside The Greenery Restaurant and Sports Bar
🕕 6:00 PM to 7:30 PM

Reserve your seat now:
https://bit.ly/4vhD2qX

Add it to your calendar:
https://evt.to/c1l01vjq59d2

04/09/2026

📅 Save the date for our next FREE Retirement Planning Workshop & Dinner on Wednesday, April 29, 2026.

We’re also excited to announce a new location for this event - Diablo Hills Golf Course in Walnut Creek.

Join John Scambray and Giuseppe Visconti for an informative evening focused on retirement planning strategies, income planning, asset protection, Social Security timing, and more.

🍽️ Free dinner is included
📍 Private banquet room inside The Greenery Restaurant and Sports Bar
🕕 6:00 PM - 7:30 PM

Reserve your seat now:
https://bit.ly/4vhD2qX

Add it to your calendar:
https://evt.to/c1l01vjq59d2

Address

4080 Cavitt Stallman Road , Suite 200
Granite Bay, CA
95746

Opening Hours

Monday	7am - 5pm
Tuesday	7am - 5pm
Wednesday	7am - 5pm
Thursday	7am - 5pm

Website

http://healthwealthadvisory.com/

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