About Us > Team Members

We are a comprehensive, multi-faceted advisory firm with general expertise in the areas of finance, accounting, and taxes. Through our unique association with other experts,
with in-depth knowledge in their fields, we form special teams to address your specific needs in any of these areas. Wealth One, Inc. then provides customized referrals to local, highly qualified and duly licensed providers of professional services.

• Strategic Wealth Management Group | asset management, estate and financial planning
• Offit|Kurman | attorneys at law
• Premier Planning Group | Steve Smith | insurance: life, health and long term care
• Rick McInturff | residential reverse mortgages
• Cherry Valley Communications | strategic business development and partnerships