YOUR TEAM, YOUR PARTNERS
Helping create unity in your financial life.
Integrity. Excellence. Unity. Trust.
ONE Private Wealth
Who We Are
One Private Wealth is committed to forging meaningful connections and guiding clients towards a unified, lasting financial journey. Rooted in a faith-based perspective, we’re committed to exceptional service and personalized financial strategies that help meet the unique needs of each client. Our team functions as one with our clients as we are inseparable as we plan your financial journey together. One plan, one vision, One Private Wealth.
2024 Forbes Best-in-State Wealth Management Teams: Awarded January 2024; Data compiled by SHOOK Research LLC based on the time period from 3/31/22 – 3/31/23 (Source: Forbes.com). The Forbes Best-in-State Wealth Management Teams rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
ONE
Our Services
What We Do
ONE Unified Approach: We provide a range of services to help ensure a cohesive financial strategy:
Holistic Financial Planning
Craft a financial plan that aligns with your goals and life stages.
Investment Management
Manage investments with strategies aimed at balancing returns and risks.
Tax Planning and Strategy*
Work toward addressing your tax position with strategic planning.
Estate Planning
Plan your estate to reflect your wishes and safeguard your legacy.
Charitable Giving Strategies
Explore giving strategies that align with your philanthropic goals.
Retirement Income Planning
Prepare for retirement with strategies that support long-term financial security.
Succession Planning
Design a succession plan that aligns with your long-term business goals.
Insurance Needs Analysis
Assess your insurance needs to help protect what matters most.
**&Partners nor its affiliates offer legal, accounting or tax advice. Please consult your tax or legal advisors before taking any action that may have tax consequences.
Who We Serve
ONE with Our Clients
We specialize in serving a diverse clientele, focusing on those who seek personalized and in-depth financial guidance. Our clients include:
Pre-retirees and retirees
Financial guidance tailored to help secure and sustain your lifestyle in retirement.
High net-worth individuals and families
Strategic wealth management for helping preserve and grow your legacy.
Business owners and entrepreneurs
Financial planning solutions to help prepare and expand your business and personal wealth.
Professionals in sports, entertainment, and creative sectors
Specialized financial strategies to manage your unique income and career transitions.
Individuals seeking holistic and faith-based financial planning
Comprehensive financial plans aligned with your values and life goals.
MEMBERS
Meet Our Team
Experienced professionals dedicated to your financial success.
*Forbes Best-In-State Wealth Management Team 2024
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Dave Simons, CFP®
Partner – Managing Director
One Private Wealth &Partners -
Tom Cordes, CFA®
Partner – Managing Director
One Private Wealth &Partners -
Brandon Mallinckrodt, CFP®, CEPA®, CIMA®
Partner – Director
One Private Wealth &Partners -
Kathy Delmain
Private Wealth Associate
Team Administrator
One Private Wealth &Partners -
Lindsey Byer
Wealth Management
Associate
One Private Wealth &Partners -
Devin Poertner
Wealth Management
Associate
One Private Wealth &Partners
Experienced professionals dedicated to your financial success.
ONE Message
From Our Managing Directors
At One Private Wealth, the essence of ‘ONE’ lies in our commitment to being inseparable from our clients throughout their financial journey. We operate as a unified team where the client serves as the CEO, and we take on the roles of CFO and COO, helping to ensure that every step is guided by a shared vision and a carefully crafted plan. This bond, this partnership, is the cornerstone of our approach—together, we are ONE
Dave Simons, CFP®
“Our mission is to empower our clients with the knowledge and strategies needed to safeguard their financial future. We believe in building lasting relationships based on trust, integrity, and excellence. Together, we navigate the complexities of wealth management, helping to ensure your legacy is preserved for generations to come.”
Tom Cordes, CFA®
NEWS
Latest Insights
Stay informed with Dave Simons’ latest financial insights, videos and commentary: down-to-earth financial advice with a touch of humor.
