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"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.

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Free Wealth Generator Retirement Workshop

Free Retiree and Pre-Retiree Dinner Workshop at Diablo Hills Golf ClubWednesday April 29, 20266:00pm to 7:30pm

Free Wealth Generator Retirement Workshop
Free Retiree and Pre-Retiree Dinner Workshop at Diablo Hills Golf ClubWednesday April 29, 20266:00pm 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

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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
  

It’s important for heirs to consider how a windfall might be used to strengthen their finances now and over the long term.

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

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Suggests considering life insurance for stability during uncertain markets.

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Closed-end funds are considered to carry higher risk but may provide a higher income stream than traditional mutual funds holding similar securities.

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Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

Estimate the annual required distribution from your traditional IRA or former employers retirement plan after you turn age 73.

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck