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reaching new heights
once thought impossible

We believe in building long-term relationships based on trust and transparency,
empowering our clients to make informed decisions about their financial future.
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Welcome to Shintani Wealth Management Services

Shintani Wealth Management Services is dedicated to providing personalized financial advisory services focusing on client-centered strategies and holistic wealth management. Our firm prides itself on creating tailored financial plans that address the unique needs and aspirations of each client, ensuring they have the resources and knowledge to achieve their financial goals.
About Us

Services

At Shintani Wealth Management Services, we offer a comprehensive suite of services designed to address all aspects of your financial life. Our services include, but are not limited to:
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Financial Planning

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Retirement Planning

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Investment

Investment
Strategies

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Tax
Planning

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Income Strategies

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College
Planning

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Estate
Planning

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Insurance policy

Insurance
Reviews

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Client Focused

As a fiduciary, we cherish the liberty to meticulously choose financial products and solutions that best suit your unique goals and aspirations. Embracing our role as a fiduciary advisor, we are deeply committed to ensuring that every decision we make and every action we take is firmly rooted in your best interests. This steadfast dedication means that our advice and strategies are tailored exclusively for your benefit, with no competing priorities or conflicts of interest.

Our Process

Introductory Meeting

Define your goals, priorities, and preferences, and clarify your expectations.
Discovery & Strategy Session

Following our initial meeting, we will conduct a more detailed exploration of your situation.
In-Depth Planning

Providing a clear and actionable roadmap to guide you toward your goals
Continuous Support & Guidance
We’ll be here to adjust your plan as needed, ensuring it evolves with you.

We’re here to help you achieve your financial goals.

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Information

OneSeven is a registered investment adviser with the U.S. Securities and Exchange Commission (SEC). Registration with the SEC does not imply a certain level of skill or training. All titles listed for individuals associated with Shintani Wealth Management Services represent the individual’s role with Shintani Wealth Management Services, and not their role with OneSeven. Services are provided under the name Shintani Wealth Management Services, a DBA of OneSeven.

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