top of page

"Legacy Wealth Generator" Workshop - Walnut Creek, CA

Join Us in Walnut Creek, CA, Wednesday April 29, 2026. Complimentary Retiree Workshop & Dinner Included at Diablo Hills Golf Club, Walnut Creek, CA.

Download Our 2025 Recap & 2026 Preview Newsletter

Get a clear summary of key policy, tax, and market themes from 2025 - plus planning opportunities for 2026 we are watching next. Get our latest newsletter here.

Free Wealth Generator Retirement Workshop

Free Retiree and Pre-Retiree Dinner Workshop at Diablo Hills Golf Club Wednesday April 29, 2026 6:00pm to 7:30pm

Free Wealth Generator Retirement Workshop

Free Retiree and Pre-Retiree Dinner Workshop at Diablo Hills Golf Club Wednesday April 29, 2026 6:00pm to 7:30pm

Listen to the Wise Money Guys Podcast

Each week you can listen to the Wise Money Guy's Weekly Radio Show Live on KSTE 650am Saturdays at 11am. You can also listen to the Wise Money Guys streaming Podcast.

Contact Us

Please feel free to contact us with any questions.

Welcome to OneSource Wealth Management

At OneSource Wealth Management we are Retirement Investment and Financial Planning Experts dedicated to serving you, a member of our community.

We specialize in helping people who are retired or about to retire enchance and protect their investment portfolios.

The professionals at OneSource share a commitment to delivering results beyond expectation and to providing clients with unparalleled personal service and care.

In all aspects of our business endeavors, our client's interests come first. We hold ourselves to the highest advisory standard levels when providing guidance, performance and service for all your Investment and Financial Planning needs.

If you are tired of less than adequate results and service, please call us today or click and complete the Contact Us information to schedule your no obligation consultation or Call 916-967-3500.

We look forward to helping you exceed your financial dreams.

Best Regards,

John Scambray,CPM
Chief Executive Officer

 

  

The day-to-day demands of supporting multiple generations can take a toll, but planning and support might help achieve a workable balance.

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

Outlines best practices for safe peer-to-peer payment app transactions.

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

Guides readers through estimating a realistic retirement savings target.

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

Survivorship life insurance may be a cost-effective coverage solution for older couples or business partners.

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

Determine whether you should consider refinancing your mortgage.

How much life insurance would you need to produce a sufficient income stream for your family?

How much Disability Income Insurance do you need?

How Long Will Your Funds Last?

bottom of page