"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
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.
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
