Giving Thanks

By Jonathan Steele

‘Tis the season of giving thanks.

At One Wealth, we are fortunate to be surrounded by people we care about deeply. While we certainly have our moments, I see daily expressions of gratitude that inspire me. I’m referring not only to our team but also to our clients and the broader community we serve.

I feel an immense sense of gratitude for the trust our clients place in us. This trust empowers us to offer honest, heartfelt feedback delivered with respect and care. I’m equally thankful for our community partners, whose support ensures our business operates smoothly and efficiently.

I’m grateful for the financial systems we rely on—platforms that enable us to help our clients save and invest for their futures and those of their families.

Finally, I’m profoundly thankful for my wife and family. Their love and support shape the person I am today, and for that, I am forever grateful.

The information provided is for educational and informational purposes only and does not constitute investment advice and it should not be relied on as such. It should not be considered a solicitation to buy or an offer to sell a security. It does not take into account any investor’s particular investment objectives, strategies, tax status or investment horizon. You should consult your attorney or tax advisor.

The views expressed in this commentary are subject to change based on market and other conditions. These documents may contain certain statements that may be deemed forward‐looking statements. Please note that any such statements are not guarantees of any future performance and actual results or developments may differ materially from those projected. Any projections, market outlooks, or estimates are based upon certain assumptions and should not be construed as indicative of actual events that will occur.