OneSource Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
OneSource Wealth Management provides investment advisory services to individuals, high‑net‑worth clients, pension and profit‑sharing plans, trusts, estates and business clients. The firm offers discretionary portfolio management, financial planning services (recently added) and retirement plan consulting that includes participant education for plan participants.
The firm's investment process combines fundamental and technical analysis and generally favors long‑term portfolio construction while permitting shorter‑term trades for rebalancing or client needs. The brochure describes use of diversified mutual funds and ETFs alongside individual securities and notes that certain accounts may employ margin, options and other derivatives, as well as interval funds and structured products.
Noteworthy relative to many peers, OneSource documents participant education and workshop offerings within its retirement plan consulting and discloses the use of client testimonials and compensated promoters with required disclosures. The ADV also states advisory personnel are licensed insurance agents and highlights recent expansions to its offerings and strategy set (financial planning, technical analysis, interval funds and structured products), which broaden the firm’s capabilities beyond standard portfolio management.
Client services
Expertise
Fee options
$0 - $499,999: 1.50% $500,000 - $999,999: 1.25% $1,000,000 - $1,999,999: 1.00% $2,000,000 - $10,000,000: 0.75% $10,000,000+: 0.50%
Account minimum: $100,000 Minimum fee: Financial planning and consultation fees minimum $1,000 Fee-only: Financial planning and consultation fees negotiated between $1,000 and $30,000
Main office
4080 Cavitt Stallman Road, Suite 200
Granite Bay CA 95746
Advisors at this office
2
Most active in
California · Nevada
Also doing business as
Legacy Capital Management, Limited Liability Company · Onesource Advisors, LLC · Onesource Health & Wealth Management · Onesource Wealth Management · Wise Money Guys
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
John S
Series 63, Series 65
Granite Bay, CA
OneSource Wealth Management
John Scambray is a financial advisor with OneSource Wealth Management and holds Series 63 and Series 65 licenses. He has 31 years of industry experience and serves as CEO of Legacy Capital Management, LLC, an independent investment advisory practice. His prior work includes roles at Tri Counties Bank and Raymond James Financial Services. OneSource Wealth Management provides investment advisory services to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and business clients. The firm employs a blend of fundamental and technical analysis, offering diversified portfolio management alongside financial planning and retirement plan consulting that includes participant education.
Giuseppe V
Series 63, Series 65
Granite Bay, CA
OneSource Wealth Management
Giuseppe Visconti is a financial advisor at OneSource Wealth Management with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo, Raymond James, Tri Counties Advisors, and Purshe Kaplan Sterling Investments. Visconti is also a partner in Legacy Capital Management, LLC, an investment advisory practice he co-owns. OneSource Wealth Management provides investment advisory services to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and business clients. The firm’s approach combines fundamental and technical analysis with a focus on long-term portfolio construction while allowing shorter-term trades as needed, utilizing diversified mutual funds, ETFs, individual securities, and a range of investment products including margin, options, and structured products.
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