Once the preservation of wealth becomes more important than growing it, other strategies may come into play. OneWealth uses innovative processes to help measure each clients’ need for retirement income while providing guidance on how to combine the appropriate products and strategies to help maximize income during retirement.

• Fixed Immediate Annuities
• Annuities
• Bonds
• Brokered CDs

OneWealth uses Relative Strength to overweight the strongest asset classes and underweight the weakest. We believe in diversifying among the various asset classes:

• Covered Call ETFs
• Buffered ETFs
• Income and Growth Structured Notes

We will assess risk at ALL times and attempt  to:

• Raise cash when risk levels are high
• Reinvest cash when risk has diminished

Be bullish at the bottom of markets and bearish at the top

Diversification and asset allocation do not guarantee positive results. Loss, including loss of principal, may result.