Our planning process is unique to each person

We specialize in working with people, like you, regarding Wealth Management Retirement Planning.  Onesta Wealth Management is a registered investment adviser located in California.  We can service clients across the United States, as permitted by your state.

We are a fee only Registered Investment Advisor.  We look forward to connecting with you soon.

These three Brief Videos share Our planning process for working with clients, please enjoy!

Our planning process

Five Key Elements:

Helping Individuals and Families Thrive with Grace & Ease

We have an exclusive five key element design.  Like spokes on a wheel, if one element is weak then there may be a pending failure. Wealth Management Retirement Planning can be complex.  However, if we could show you a way that makes this process simple and easy – would you be interested?


The videos below go a deeper about our planning:

1. Income

Play Video
The fear of poverty is number 1, having your income handled would matter, yes?

2. Taxes

Tax planning - proactive is always best

3. Health

Area 3 is health and extended care planning

4. Estate

Area 4 is getting your documents in order, Living Trust and power of attorney

5. Legacy

Area 5 - providing for the surviving spouse and heirs

We have seen people who have been surprised by the challenges they face in retirement. When the first spouse passes away (dies) the surviving spouse is often tossed into a whirlwind.  A whirlwind of paperwork and financial reality checks. We highly recommend a 2nd opinion before one of you dies.

There are many places you can learn more about Our planning process.  Google certainly has much information from us including videos on YouTube. And we are growing our Google places listing Our others sites are fully populated with useful information, consider visiting them: iXray Social Security iXray Retirement iXray Tax Solutions Calrima Financial IRA Jedi iXray Annuities

We will gladly send you any of our booklets.  We have booklets on Avoiding IRA Distribution Mistakes, Annuities, Life Insurance, and even have a booklet on Social Security planning. 04 Privacy Policy Notice 2012  – our official privacy notice 05 Form ADV Part 2A 2B  – our official ADV Part II Brochure