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 in Granite Bay, CA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He serves as CEO of Legacy Capital Management, LLC, an independent investment advisory practice. His prior experience includes roles at Tri Counties Bank and Raymond James Financial Services. OneSource Wealth Management provides discretionary portfolio management, financial planning, and retirement plan consulting to individuals, trusts, estates, and businesses. The firm focuses on a fundamental, long-term investment approach using diversified portfolios of mutual funds, ETFs, individual stocks, and bonds, with additional retirement plan services including participant education and investment policy development.
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 worked at firms including Wells Fargo, Raymond James, and Tri Counties Advisors. Visconti is also a partner in Legacy Capital Management, LLC, which owns his investment advisory practice. OneSource Wealth Management provides discretionary portfolio management, financial planning, and retirement plan consulting to individuals, trusts, estates, and businesses. The firm manages approximately $140 million in discretionary assets and employs a fundamental, long-term investment approach using diversified portfolios of mutual funds, ETFs, individual stocks, and bonds.
