Rock Springs, WY Office

One Wealth Map serves individual clients, including high‑net‑worth households, providing investment supervisory services, financial planning, and insurance and tax‑related reviews. The firm reports managing about $287.4 million of discretionary client assets and advising on roughly $305 million of additional assets under advisement.

Investment management is delivered through model portfolios, tax‑aware tools (tax‑loss harvesting and location optimization), and selective option strategies, with tiered service levels (Silver, Gold, Platinum, Platinum‑X) that can include family‑office oversight and entity‑level tax support. The firm uses eMoney and Orion for planning and monitoring, supervises third‑party money managers when used, and generally manages client accounts on a discretionary basis.

Noteworthy differences from many peers include a high amount of assets per advisor and multiple affiliated businesses — an insurance agency, an accounting/tax preparer, and a registered‑agent service — that extend the firm’s service set but create potential conflicts when commission‑based insurance or affiliated tax preparation are recommended. The brochure also discloses the firm’s use of client testimonials in marketing, a paid option to continue eMoney access after an engagement ends, and written comparisons when assessing commission versus no‑load insurance products.