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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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Get a clear summary of key policy, tax, and market themes from 2025 - plus planning opportunities for 2026 we are watching next. Get our latest newsletter here.

Free Wealth Generator Retirement Workshop

Free Retiree and Pre-Retiree Dinner Workshop at Diablo Hills Golf Club Wednesday April 29, 2026 6:00pm to 7:30pm

Free Wealth Generator Retirement Workshop

Free Retiree and Pre-Retiree Dinner Workshop at Diablo Hills Golf Club Wednesday April 29, 2026 6:00pm 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

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

Shows how high-income earners can create tax-free retirement income via workplace plans.

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Summarizes new 401(k) features introduced under the SECURE 2.0 Act.

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Suggests considering life insurance for stability during uncertain markets.

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Outlines best practices for safe peer-to-peer payment app transactions.

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Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

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

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

Use this calculator to determine whether you qualify for the different types of IRAs.

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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