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Our Story


 

Solution One Wealth Management Inc. — in business since 1972.

This family business has transitioned from a mostly bookkeeping service to predominately Financial Life Planning, Tax preparation and Accounting firm today.

"Our focus is helping Individuals and Businesses focus on what matters to them"

Jim McManaman, MFApicture of the ceo Jim McManaman
CEO/President
Financial Life Planner/Tax Advisor
 “As a Fee-Only Advisor I work with individuals, couples, families and businesses seeking sound financial guidance, who want their finances to support their values and nurture their goals and dreams. What makes me different is that I help my clients create a connection between their money and their goals in all areas of life and I have nothing to sell except advice. I act not only as an advisor, but also as a partner, guide, and educator. As a result my clients are confident that their financial assets align with their values, priorities, and goals. They have an increased sense of financial well-being and life satisfaction.”

 

Guillermina Cobian, DFApicture of guillermina cobian
Tax Advisor

“I work with individuals and businesses to help them organize their processes and help them take advantage of tax planning, taxes are your biggest life time expense”

 

Our Mission Statement

We Help Individuals and Entrepreneurs Achieve Their Life Vision

 

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All of our services start with a free consultation. To see if we're a good fit for you, schedule yours today.

613-258-9492
1-888-725-1408

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