OneWelth is a US SEC Registered Investment Advisor and Global Wealth Manager dedicated to transforming wealth management for high-net-worth individuals and multigenerational families. Our mission is to integrate personalized investment services with a robust network of global resources, ensuring a seamless and effective wealth management experience. Our commitment to excellence and professional cooperation sets us apart, making your financial journey with us unmatched in quality and results.
At OneWelth, we are cross-border investment fiduciaries, which means we are committed to putting your interests first. We uphold the highest standards of client care, focusing exclusively on the unique needs of high-net-worth individuals and families. Our approach combines global collaboration with local expertise to provide a tailored wealth management experience that aligns with your specific financial goals.
Who we serve
At OneWelth, our services are crafted to address the complex financial needs of high-net-worth individuals and multigenerational families across the globe. Our expertise spans various industries and professions, ensuring that we provide tailored solutions to meet the diverse goals of our clients.
We help entrepreneurs and founders maximize the value of their efforts by providing strategic advice, and investment management. Our services are designed to support the growth and sustainability of their ventures while ensuring their personal wealth is effectively managed and protected.
Leaders in private equity, hedge funds, and asset management trust OneWelth to manage their complex financial portfolios. We offer investment strategies and personalized guidance to help these professionals optimize their returns and manage risks effectively.
Our services cater to legal, accounting, and consulting experts who require tailored financial solutions. We understand the unique financial landscape of these professions and provide strategic advice, and wealth management services that align with their specific needs and goals.
Corporate executives rely on us to manage their assets and plan for retirement. We offer comprehensive financial planning and investment management that help executives navigate the complexities of their compensation packages and secure their financial future.
We assist athletes and entertainers in converting their earnings into lasting global wealth. Our services include investment management, and wealth preservation strategies that cater to the unique financial challenges and opportunities faced by these individuals.
Foundations & Endowments turn to OneWelth for our expertise in managing and growing their assets. We provide strategic investment advice, governance support, and financial planning to help these organizations achieve their philanthropic goals.
transcends traditional offerings and is committed to transforming wealth management globally.