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OneSource Wealth Management

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Granite Bay, CA
OneSource Wealth Management

Don't let inflation, rising interest rates and investment losses destroy your retirment! Call Now!

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.

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

03/26/2026

Ever Googled someone and found their home address, phone number, and maybe even email sitting in plain sight?

Identity protection is essential for helping to safeguard financial accounts and credit, which is why it matters. 🔒

If you’re interested, here are some tips to help you remove personal information from Google Search results.

🌐 Use “Results about you” to locate results with contact details, and set alerts for new matches.

🌐 Submit a removal request for personal contact info like home address, phone number, or email.

🌐 Provide the exact page URLs that contain the information. Google reviews each URL submitted.

This is a simple, high-impact privacy step. For additional protection, pair it with strong passwords, two-factor authentication, and regular credit monitoring. You can’t be too careful.

03/24/2026

Did you know the typical first-time homebuyer is now 40?

That is why more parents are stepping in, nearly 80 percent of Gen Z homeowners say they received family financial help.

If you are considering helping an adult child buy a home, the key question is usually not “should we help,” it’s “how do we structure it?”

Before money moves, pressure test four things:

➡️ Gift, loan, or shared ownership? Each has different implications.
➡️ Protect your strategy. Help them without creating pressure on your own liquidity and goals.
➡️ Protect the family. Prepare such that you’re protected if life changes or the home is sold.
➡️ Keep it fair. Think ahead about sibling dynamics and future gifts.

Most families are surprised by how many options exist and how different the outcomes can be.

If you have done this, what worked best in your situation?

03/19/2026

Ever paid a credit card off, then wondered why the credit score barely moved, or even dipped?

Here are 5 tips that might help raise your score—do you check all the boxes?

✔️ Payment history is the biggest factor; one missed payment can outweigh a lot of “good behavior.”

✔️ Credit utilization can change quickly; a common guideline is less than 30 percent, and top scores tend to be in the single digits.

✔️ Paying more than once a month can be beneficial, especially if you pay before the statement closes.

✔️ A credit limit increase can lower utilization quickly, as long as spending stays flat.

✔️ An authorized user setup can help, even without using the card, when added to a well-managed account.

When borrowing is on the horizon, aligning credit moves with the broader financial strategy may help.

03/18/2026

We get asked this question a lot: “Can I deduct home office expenses as a self-employed business owner?”

As we always say, please consult your tax, legal, or accounting professional to confirm what’s appropriate for your situation.

Generally, the answer is like most things: It depends.

At a very high level, here are some guidelines we’ve learned when working with tax professionals:

👍 What typically qualifies
A specific area used exclusively and regularly for business, often as the principal place of business or a place to meet clients.

❓ What sometimes counts as an expense
A business shares costs such as rent or mortgage interest, utilities, insurance, and certain maintenance or repairs associated with the workspace.

👎 What usually does NOT qualify
A space that is also used personally, and expenses tied to parts of the home that are not part of the business use area.

Because the details matter, maintaining good records and having a quick conversation with a tax professional can help determine what applies and keep decisions aligned with the broader financial strategy.

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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