Wealth One, Inc. provides customized referrals to local, highly qualified and duly licensed providers of professional services. Our team members provide comprehensive financial, legal, insurance and real estate services to individuals and organizations* who need
personal and trusted guidance."

*CCRCs, NORCs and Intentional Communities | learn more...

Contactarnos > Inquietudes en Español

IMPORTANT NOTICE TO OUR CLIENTS:
"A few of our clients have contacted us after receiving phony emails from the IRS requesting their Social Security numbers. The emails look real, as they have the IRS heading and a fake IRS email address. The IRS NEVER contacts taxpayers via email.
They ONLY communicate through letters via USPS."
Amy Grasser, General Manager, 8/22/08