One + One Wealth Management, LLC

David Bone is a financial advisor at One + One Wealth Management, LLC with five years of industry experience. He previously worked at Equitable Advisors, LLC for five years and has been involved with Bonefide Farms, LLC, a poultry and egg production business, since 2020. Outside of finance, he serves as a Cub Scout den leader for the Boy Scouts of America. One + One Wealth Management serves individuals, pension plans, charitable organizations, corporations, and other advisers, offering discretionary and non-discretionary portfolio management along with comprehensive financial planning. The firm employs a primarily long-term investment approach tailored to client objectives and risk tolerance, incorporating technical, fundamental, and cyclical analysis alongside modern portfolio theory.

Eric Breitenbach is a financial advisor at One + One Wealth Management, LLC with five years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Equitable Advisors LLC, Symmetry Financial Group, and ColdWell Banker. Prior to his financial services career, he served ten years with the Highland Park Police and worked nearly a decade at the College of DuPage. One + One Wealth Management serves individuals, including high-net-worth clients, as well as pension plans, charitable organizations, corporations, and other advisers. The firm focuses on long-term investment strategies tailored to client objectives and risk tolerance, employing a mix of technical, fundamental, and cyclical analyses along with modern portfolio theory.

Keith Dubauskas is a financial advisor at One + One Wealth Management, LLC with 20 years of industry experience. He holds the Series 66 designation and has worked at One + One Wealth Management since 2020, following seven years at Raymond James & Associates. One + One Wealth Management serves individuals, including high-net-worth clients, as well as pension plans, charitable organizations, corporations, and other advisers. The firm focuses on long-term investment strategies tailored to client objectives and risk tolerance, utilizing a combination of portfolio management, third-party manager oversight, and comprehensive financial planning.

Frank Maurno is a CFP® with 30 years of industry experience and is currently a financial advisor at One + One Wealth Management, LLC. He previously worked at Raymond James & Associates, Inc. for 14 years before joining his current firm in 2020. Outside of his advisory role, he serves on the finance committee of St. Jude Catholic Church and is a board member and treasurer for Legatus in Jupiter, FL. One + One Wealth Management is a registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, corporations, and other advisers. The firm employs a primarily long-term investment approach tailored to each client’s objectives and risk tolerance, utilizing a mix of technical, fundamental, and modern portfolio theory analyses, and incorporates the use of derivatives and leverage within separately managed accounts.

Carolyn Sipperley is a financial advisor at One + One Wealth Management, LLC with 26 years of industry experience. She holds a Series 66 designation and previously worked for Raymond James & Associates from 2006 to 2020. Outside of her advisory role, she is involved as a volunteer on the PR Committee for the Stuart Community Band. One + One Wealth Management serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, charitable organizations, corporations, and other advisers. The firm focuses on long-term investment strategies tailored to each client’s objectives and risk tolerance, employing a mix of technical, fundamental, and cyclical analysis along with modern portfolio theory, and offers both discretionary and non-discretionary portfolio management.