One Wealth Map Launch

One Wealth Map Launch

July 10, 20241 min read

Welcome to July 2024. It has been a lot of years working out of four separate companies trying to accomplish what most Financial Firms only have hoped to accomplish. The original set up was mandated by our regulators but this only led to confusion. We believe that everything should be under one roof but at the same time, there are very distinct regulatory requirements.

We set up the four companies you are familiar with:

  • H&H Retirement Design and Management. This is the investment management and retirement planning.company

  • H&H Taa and Business advisors. This company performs tax preparation, tax planning, business valuations, payroll and accounting services

  • AIPS (Asset and Income Protection Services. This company create family trusts, LLCS and asset protection design

  • Integrated Wealth Management, This company is a licensed insurance brokerage agency that works with both fee only and commissionable policies.

From clients feedback we have decided to use only one website "One Wealth Map" This way all blogs, communications and information will be in one place.

We will keep the other sites up and running but we will not be maintaining them or updating them.

On September 1st we will formally launch Onewealthmap.com

Hopefully this will simplify your com

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