ONEDIGITAL WEALTH MANAGEMENT

Boston, Massachusetts

Our approach to wealth management begins with a simple yet powerful foundation: a conversation centered on you. Your financial journey is unique, and we believe in providing tailored guidance to help you navigate the complex maze of opportunities, empowering you to stay focused on achieving your goals.

For existing clients, you may access your portals here. If you have any difficulty logging in, please contact us to assist.

 
 
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We harness the Power of One to deliver personalized financial advice so you can live your best life now and into the future.

At OneDigital Investment Advisors LLC, our team of licensed, independent financial advisers simplifies your complex financial life by integrating investments, insurance, taxes and estate planning into a single strategy. By understanding your goals and objectives, we design a shared vision of success.

Take Charge of Your Financial Future

At OneDigital Investment Advisors (OneDigital), we believe saving and investing should be easier for everyone. Here at our Financial Academy, you'll find resources to help you manage your money more confidently and reach your goals.

Each month, you're invited to join a live class with one of our financial advisers. Register for our upcoming Financial Academy sessions below.

MEET THE TEAM

Jim Horrocks Senior Vice President, Retirement & Wealth
Sean Gibbons Vice President Wealth Management
Mark Sullivan Vice President Wealth Management
Camay Pascucci Vice President Wealth Management
Rennie Worsfold Vice President, Retirement Plan Consultant
Sam McDermott Business Development Associate, Retirement
Zachary Delano Director, Retirement Operations
Ashley LeBlanc Client Relationship Manager
Nicole De Pena Client Relationship Specialist
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