Ken Benedict CFP, Vice President - Wealth Management - One Capital Management
Specialize in providing council to physicians and dentists with regards to their retirement and business succession planning. More specifically, we advise physicians and dentists on how best to grow, protect and ultimately distribute their wealth in an effective and efficient manner.
(805)409-8150 (805)870-7677 Fax
2945 Townsgate Road Westlake Village, CA 91361-5867 -
MAP
We are unique in that we are able to implement the strategies with our proprietary multi-asset class investment management service with customized tax-management. For physicians and dentists, the process is critical. As such, we begin with an extensive discovery that provides the details for our wealth diagnostic and portfolio analysis. We then craft a plan for each client and begin to implement those strategies starting with the personal investment policy statement.
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Specialize in working with physicians and dentists with their retirement and business succession planning.
