OnePoint Capital Management
All your financial information, all at OnePoint
At OnePoint Capital Management our goal is to bring you financial clarity and peace of mind.
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We've combined the cutting-edge financial technology of Wealthfluent with experienced, financial advisers. Our platform brings all of your accounts—assets and liabilities—into one secure, easy-to-understand dashboard. Our advisers are here to provide you steady guidance, through changes of life and market cycles.
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The result is a financial partnership built on independence, transparency, and confidence—so you can focus less on uncertainty and more on living your life, knowing your plan is in capable hands.
Our Approach
OnePoint harnesses the cutting edge financial technology of WealthFluent - the leading wealth management platform - giving you institutional grade technology paired with experienced financial advisers tasked to work in your best interest. The fin-tech and AI platform handles the data aggregation, analysis, and scenario modeling. Your adviser handles the judgment calls, the conversations about what really matters, and the accountability to keep you on track.
1. Sign Up & Connect Accounts
Create your secure account and begin connecting your financial institutions to build a complete view of your financial life. Our platform allows you to link bank accounts, investment portfolios, retirement plans, credit cards, mortgages, and other liabilities into one centralized dashboard. Instead of juggling multiple logins, statements, and apps, you’ll see your entire financial picture organized in one place.
Once your accounts are connected, OnePoint can begin analyzing your financial picture—setting the stage for defining goals, managing cashflow, and building a strategy tailored to you.a strategy tailored to you.
2. Define Goals & Risk Preferences
Our guided onboarding process helps you identify and organize financial goals and place them into a clear, coordinated plan.
Whether you're planning for a home purchase, a new vehicle, saving for retirement or protecting your family with life insurance, each goal becomes integrated into your broader financial strategy.
3. See Real - Time Net Worth
Every strong financial plan begins with a clear understanding of where you stand today. Our platform aggregates all your financial information into one centralized dashboard, linking data from bank accounts, investment portfolios, retirement plans, mortgages, and other liabilities.
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From this integrated data, the platform calculates your net worth, giving you a clear measure of your financial position at any given moment. More importantly, it reveals how your assets and liabilities interact—showing not just what you own, but how effectively your financial resources are working together.
4. Set Up & Manage Investments
Set Risk Preferences
With clear goals established and an accurate picture of current net worth; the next step is to establish suitable risk preferences.
At OnePoint, our onboarding process goes beyond a simple questionnaire to develop a more complete picture of each client’s risk preferences and financial circumstances.
Magpie AI
Meet Magpie, our AI-powered financial platform available directly within your OnePoint client dashboard. Magpie delivers instant, data-driven insights based on your actual accounts, goals, and holdings—not generic financial assumptions.
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Unlike consumer AI tools that rely on broad financial knowledge, Magpie is trained by finance professionals and operates with direct awareness of your OnePoint portfolio. That means the answers you receive are relevant, contextual, and specific to your financial life.
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Examples of questions clients ask Magpie include:
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“What’s my current net worth breakdown?”
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“How is my retirement goal progressing?”
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“What’s my exposure to international markets?
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Informational and educational by design—it does not provide investment advice or make recommendations. Instead, it helps you stay informed, organized, and prepared for deeper conversations.
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Simply open Magpie from within your OnePoint dashboard or mobile app, ask a question, and receive a response tailored to your financial picture. It’s as intuitive as messaging—powered by institutional-grade financial intelligence
5. Speak With Licensed Advisors
OnePoint's financial technology gives you a complete view of your financial life and our financial advisers ensure that insight is applied thoughtfully, responsibly, and in alignment with your goals.
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Working as fiduciaries, OnePoint advisers are legally and ethically obligated to act in your best interest at all times. Their role is not to sell products or pitch stocks, but to guide you—making sure nothing is overlooked as your life, finances, and markets evolve.
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OnePoint advisers are FINRA-licensed professionals, equipped to help you navigate the broad landscape of financial products and strategies—from retirement plans and taxable accounts to insurance and debt considerations.
Transparent Flat-Fee Pricing
At OnePoint, we believe the way an adviser is paid matters. That’s why we operate on a transparent flat-fee pricing model—so you always know what you’re paying and why.
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Our fee is not tied to commissions, product sales, or transaction volume. Instead, it is designed to support long-term planning and thoughtful decision-making, keeping our incentives aligned with your best interests.
OnePoint Capital Management, LLC (“OnePoint” or “the Firm”) is a State of Florida registered investment adviser. Registration with the State should not be construed as an endorsement or an indicator of investment skill, acumen, training, or experience.
By using this website, you accept and agree to OnePoint’s Terms of Service and Privacy Policy.
OnePoint has prepared the non-password protected pages of this website (the “Website”) for the purpose of providing general information regarding its investment advisory services where providing such information is not prohibited by applicable law. The information contained on the Website should not be construed as personalized investment advice and should not be considered as a solicitation to buy or sell any security or engage in a particular investment strategy. Nothing on the Website should be construed as an offer, recommendation, or solicitation to buy or sell any security or a financial product. All statements and opinions included on the Website are intended to be current as of the date of publication but are subject to change without notice. Such statements and opinions do not necessarily represent the views of OnePoint or any of its financial advisers.
Investment management and advisory services are provided by One Point Capital Management to individuals who have entered into an investment advisory agreement, subject to the terms of such agreement. Please review our current Advisory Agreement, for reference. All investing involves risk, including the possible loss of money you invest, and past performance does not guarantee future performance. Past performance is not necessarily indicative of future results and there can be no assurance that any views, outlooks, projections or forward-looking statements will be achieved with respect to any investment or investment strategy. Any projected returns are deemed to be hypothetical and are based on current expectations and assumptions. Due to various risks and uncertainties, actual events, results or performance may differ materially from what is assumed in any forecast.
Unless otherwise noted, any statement regarding an individual’s experience with OnePoint Capital Management contained herein were made by persons who, as of the date of the statement, were either clients of the Firm (or persons affiliated with clients of the Firm) who did not receive any cash or non-cash compensation or other benefits in relation to such statements. The results and experiences conveyed in such statements may not be representative of all of OnePoint’s clients or their experiences. Such statements do not guarantee future performance or success.