One Wealth Perspectives

At One Wealth Advisors, a primary driver behind the growth of our business has been from client referrals. Our philosophy has been that the more we focus on client service and planning, the more clients might be inclined to introduce us to a friend, family member or any other individual in their network. Upon being introduced to a prospective client, oftentimes we are asked, “What is your minimum?” When we first started One Wealth my favorite answer was to say, “Our minimums are nice people!”

I’m a Philadelphia sports fan and for those that don’t follow sports or do follow sports, but don’t pay close attention to the Philly sports scene, allow me to fill you in – we’re cursed.

As women’s history month unfolds, it has sparked a period of reflection for me, particularly about women in finance.

This week, my family celebrated a heartwarming milestone: the birth of my niece’s baby, Matthew. It symbolizes the beginning of a new chapter, full of potential, dreams, and the promise of growth. This event, joyous and filled with hope, mirrors the journey we undertake in our financial lives – a journey of preparation, foresight, and commitment to future generations.

As the resident technology lead at One Wealth Advisors, last week I had the opportunity to attend the Coachella of tech conferences: Dreamforce. Dreamforce is sponsored by Salesforce, a company that builds Client Relationship Management (CRM) systems for organizations, including OWA. The theme of this year’s conference was Generative Artificial Intelligence (AI) and how it can help different types of companies, including Financial Planning firms, in a variety of areas, such as predictive analytics, risk management and AI enhanced customer solutions.

If someone asked you today, how do you feel about the economy, what would you say? What about the stock market? If you follow the news, what is your perception of 2023? These questions may feel quite loaded, but they have been on my mind as we approach the end of the year. 

There are multiple ways for me to get from Cole Valley, where I live in San Francisco, to the One Wealth Advisors office in the Mission each morning. While not the most time efficient, I choose to take the N Muni train for a few stops just past Duboce Park and walk the remaining almost twenty minutes to get to work.

By David Steele I was in Tahoe this weekend and a close friend of mine drove up to snowboard with me. This friend has a company much like One Wealth...