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Ep. 58 Family, Finance, and the Future: How One Wealth Advisors Is Redefining Wealth Management
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Show Notes:
In this episode of Business Growth Spotlight, host Heidi Schalk sits down with brothers, David and Jonathan Steele to discuss the journey of One Wealth Advisors, a family-run financial planning firm. They explore the challenges and triumphs of entrepreneurship, the importance of creativity and agency in business, and the transition from income-focused thinking to long-term wealth creation.
The conversation also touches on the role of AI in wealth management and the unique investment strategies tailored for entrepreneurs. Throughout the discussion, the brothers share personal insights and experiences that shaped their approach to financial planning and business growth.
In this engaging conversation, the speakers discuss the transformative power of challenges in business, emphasizing how they can lead to new opportunities and growth. They explore the importance of building strong relationships with clients and their families, the significance of networking, and the role of company culture in fostering a positive work environment. The brothers also highlight the necessity of making work enjoyable and the impact of happiness on success. They also share their insights on measuring success and the importance of community in business growth.
Bio:
David Steele
My primary role is as the co-founder and CEO of One Wealth Advisors, where we help people simplify their lives and achieve financial goals through Financial Life Planning..
I am also the co-founder and Executive Chairman of Flour + Water Hospitality Group and the co-founder and Managing Partner of Great Gold Hospitality Group. Additionally, I bring extensive expertise and a range of resources to small business consulting, primarily in, but not limited to, the hospitality space. Alongside my teams, we support clients in various aspects of business development and operations to help them achieve their goals and vision.
The culinary, health, arts, and entertainment worlds are particularly important to me, as reflected in my advisory roles with Noise Pop, Brilliant Corners, Rad Restaurant Group and Folk Studios. While my background may suggest diverse interests, everything I do follows a consistent, disciplined approach: working collaboratively with partners and team members, setting clear goals, developing and executing strategic plans to achieve those goals, and continually monitoring results to ensure success.
Jonathan Steele Bio:
As Chief Investment Officer, Jonathan leads the investment research and portfolio management initiatives at One Wealth Advisors. A Chartered Financial Analyst® and a member of the CFA Institute, he has been dedicated to his career for more than 20 years – in addition to being dedicated to his wife for over 15 years! His expertise includes portfolio theory, tactical and strategic asset allocation, and behavioral finance.
To connect with our guest, click on the links below:
LinkedIn: (8) Jonathan Steele, CFA® | LinkedIn
Website: www.onewealth.net
Connect with me:
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