Comprehensive Wealth Management

Welcome to One Brick Capital! We are an outcome driven and a truly comprehensive wealth advising and financial planning firm focused on efficient solutions. There are several roadblocks that prevent most people from achieving financial success, these roadblocks include: lack of discipline in investing, lack of understanding of current investments, inappropriate investments, and procrastination. Your ability to pursue your financial goals may depend on how well you are able to steer clear of these roadblocks. At One Brick Capital, we establish long lasting relationships focused on thoughtful, efficient, outcome-driven solutions, tailored to each relationship individually. We meet you where you are in your current financial journey, on your terms- sitting down and customizing a step-by-step financial plan helping you work meaningfully towards your goals in the most efficient way possible.

We will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation and choose to work with One Brick Capital. We have discussion topics and information available throughout the site to gain a better understanding of the financial concepts behind investing, retirement, wealth preservation, estate, succession, tax, and protection planning. 

We put all the resources you may need regarding financial planning and wealth management at your finger-tips, from the very basic concepts to the most complicated and elaborate investments and strategies.  We are here to provide clarity to each client and most importantly, to provide you with piece of mind as we work together towards your goals, embracing fully what it means to be a fiduciary (we put you and your interest first ALWAYS).