One Wealth

At One Wealth, we are dedicated to providing you with the highest level of personalized wealth management. Our team of experienced financial consultants is committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We strive to understand your financial situation and provide you with the best information, services, and products to help you achieve your goals.

Our Team

Our team consists of experienced professionals who are dedicated to helping you achieve your financial goals. Michael K. Tracy, CIS, is the founder of One Wealth and has been in the financial industry for 38 years. He has been recognized many times for his work in the financial services industry and is a graduate of the Dorsey Wright Institute. Jason Kleemeier, CFP, has over 25 years of experience as a financial consultant and has been recognized as a Certified Financial Planner. Lori Ripperger has been in the insurance and financial services industry since 1995 and has managed successful investment centers within large banking firms.

Our Philosophy

At One Wealth, we believe that every client deserves personalized service and tailored financial solutions. We understand that your financial situation is unique and that your goals are different from others. Therefore, we take the time to understand your financial situation and provide you with the best advice and services to help you achieve your goals. Our philosophy is centered around integrity, professionalism, and personalized service.

Our Process

Our process begins with getting to know you and understanding your financial situation and goals. We then use this information to create a personalized financial plan that is tailored to your needs and goals. Our team of experienced financial consultants will work closely with you to implement this plan and provide ongoing support and guidance as your financial situation changes. We believe in maintaining open communication and providing you with regular updates on your progress towards your goals.

Our Services

At One Wealth, we offer a wide range of services to help you manage your finances effectively. These services include:

• Investment Management: We can help you create an investment portfolio that is tailored to your risk tolerance, investment goals, and time horizon.
• Retirement Planning: We can help you plan for retirement by creating a personalized retirement plan that includes strategies for income generation, tax planning, and healthcare costs.
• Estate Planning: We can help you create an estate plan that includes strategies for transferring wealth to future generations, minimizing taxes, and ensuring that your wishes are carried out.
• Insurance Planning: We can help you create an insurance plan that includes strategies for protecting your income, your family, and your assets.

Resources

At One Wealth, we believe in educating our clients about the financial services industry. Therefore, we provide a variety of resources to help you make informed decisions about your finances. These resources include:

• Financial Calculators: We offer a variety of financial calculators that can help you understand different financial concepts such as compound interest, retirement savings, and loan payments.
• Market Insights: We provide regular market insights and updates to help you stay informed about the latest trends and developments in the financial markets.
• Educational Articles: We publish educational articles on various financial topics to help you understand different financial concepts and strategies.