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Our goal for you is no more late nights worrying about what your financial plan should be.

I am:

 

 

Building A Future For My Family

 

Nearing Retirement Age

 

Living In Retirement Years

 

Just Starting Out

 

Working And Growing

 

Starting My Family

Your IDEAL Financial Life

STRIVE FOR YOUR IDEAL FINANCIAL LIFE

Today, you and your family are living longer and healthier lives, so your financial future is more important than ever. We understand that your financial future involves a lot more than balancing risk and return or selecting the right investments. One2One Wealth Strategies wants to know what is meaningful to you, what motivates you and what keeps you up at night.

Accumulating wealth throughout your life takes clarity, persistence and focus. It’s a journey, and reaching your destination can mean a better life and security for you and your loved ones. At One2One Wealth Strategies, we believe that your life and wealth should work in harmony and our Wealth Roadmap can help you map out your ideal financial future.

NEEDS ATTENTION

FAIR

GOOD

ON TRACK

Financial WELLNESS

HELPING YOU MAKE BETTER FINANCIAL DECISIONS

Our mission is to empower you to make informed and confident financial decisions. We understand that navigating the complexities of finance can be overwhelming, which is why we're here to provide clarity and support every step of the way. Whether you're planning for the future, managing investments, or seeking to optimize your assets, our specialized guidance is designed to help you towards achieving your goals with confidence.

At One2One Wealth Strategies, our wealth advisors work with you to increase your financial wellness so that you can stop making money decisions on “auto-pilot", and instead make decisions that are directly in line with your financial objectives and plan. Making investments is the easy part. But your everyday decision-making is the most important aspect  towards increasing your financial wellness.

Your Guide to Financial SUCCESS

YOUR WEALTH ROADMAP

At its most basic, financial planning is a response to fundamental human needs. At its most exalted, true financial planning can introduce new perspectives and new dynamics, reinvigorating your ideal financial life.

We believe that the way we engage and work with you can add meaning and value to you and your family. That ideas inspire positive change. That coloring outside the lines can illuminate fresh perspectives. And that small details yield important realizations. Above all, we believe that collaboration is the best way forward.

Collaboration is a guiding force at One2One Wealth Strategies, as we believe that the best results stem from an ongoing dialogue with you. We approach each aspect of your financial life as a unique challenge. Our integrated practice brings together a multidisciplinary team across the financial service industry to create innovative solutions.

Each client requires a specific, unique, and unprecedented solution devoid of constraints. This approach results in a wealth blueprint that functions measurably beyond our clients’ expectations.

Office

7500 E. Pinnacle Peak Rd. Suite A-104
Scottsdale, AZ 85255

 

Contact Info

E: ask@121ws.com
P: (623) 850-0016

Get In Touch

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Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC.

The LPL Financial representatives associated with this website may only discuss and/or transact business with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

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