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Our Services

Home > Our Process

ONEWEALTH is a full-service firm offering a wide range of quality investment opportunities. As an independent financial consultant, we have access to some of the best resources, allowing us the flexibility to help with all of your investments needs.


  • Independent research

  • Lower commissions

  • Customer account statements through Pershing LLC. Pershing, LLC, a subsidiary of The Bank Of New York Mellon Corporation.

Fixed Income

  • Open architecture bond inventories, not in-house inventories

  • Large inventory of Iowa municipal bonds


  • Strategic and tactical asset allocation managers

  • Third-party asset management

  • Discretionary account management

  • Consulting services

ONEWEALTH has a desire to put the needs of our clients first by using state-of-the-art technology to aid in our asset management.

Financial Solutions Team

The Financial Solutions Team (FST) consists of registered investment professionals that provide independent investment insight to Cambridge financial advisors and their clients. The FST specializes in identifying and prioritizing issues that are uncovered in the profiling and discovery process. They assist in developing and implementing customized strategies that create, maintain, and distribute wealth.

Have you met our team?

We have a wealth of experience in the financial services industry.

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