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OneGroup Wealth Partners
OneGroup Wealth Partners was established in 2020 by Joseph D. Polsinelli, an advisor who founded Empire State Asset Management in 2001. The firm operates from...
OneGroup Wealth Partners
OneGroup Wealth Partners was established in 2020 by Joseph D. Polsinelli, an advisor who founded Empire State Asset Management in 2001. The firm operates from a single office in Syracuse, New York, and is registered as an investment adviser serving individuals, high net worth families, and businesses. Its leadership team includes Paul A. Restante, who holds CLU and ChFC designations and previously led the Syracuse NAIFA chapter. The firm's advisory services span six practice areas: investment planning, retirement planning, insurance planning, estate planning, tax planning, and cash flow and budgeting. Asset allocation and stock concentration strategies anchor the investment planning function, while retirement services include Social Security analysis, employer-sponsored plan reviews, and required minimum distribution planning. The firm does not prepare or file legal or tax documents directly — clients are referred to outside attorneys and CPAs — but it performs comprehensive analysis and review across partnership, corporate, and foundation returns. Geographic focus is concentrated in upstate New York. Team size and total assets under management are undisclosed. The firm describes its client base as individuals, high net worth individuals, and businesses, with emphasis on designing and reviewing defined contribution and defined benefit retirement plans for small and mid-sized companies. No secondary office locations, philanthropic vehicles, or co-investment clubs are referenced on the firm's website. OneGroup's structural differentiator is its tightly integrated planning architecture: investment management, tax analysis, estate coordination, and insurance review are all delivered by the same advisory team rather than outsourced to separate providers. The firm's relationship with Empire State Asset Management — Polsinelli's original 2001 advisory practice — suggests continuity in client service and personnel, functioning as a modernized re-platforming of a long-running advisory business rather than a de novo start-up.
General information
Firm type
Bank / Wealth / Trust
Year founded
2020
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Syracuse
Corporate office
333 Butternut Drive, Syracuse, NY 13214, United States
Principals
Joseph D. Polsinelli
Founder, Empire State Asset Management, LLC
Paul A. Restante
Senior Vice President, Wealth Management Services
Sector focus
Frequently asked questions
Who runs investment decisions at OneGroup Wealth Partners?
Joseph D. Polsinelli leads investment management and financial planning. He has been advising clients since at least 2001 through his prior firm, Empire State Asset Management. Paul A. Restante, Senior Vice President of Wealth Management Services, holds CLU and ChFC designations and contributes to client strategy, though the firm does not publicize a formal investment committee structure.
How does OneGroup Wealth Partners deliver tax and estate planning services?
The firm provides analysis and review of partnership, estate, corporate, and foundation tax returns, as well as estate planning documents such as wills and trusts. It does not employ or contract attorneys or accountants; clients must use external counsel for document preparation and filing. This creates a hybrid model where internal advisors diagnose planning needs and coordinate execution with outside professionals.
Does OneGroup Wealth Partners have a minimum asset threshold for clients?
The firm's public materials do not state a minimum. It describes its client base broadly as individuals, high net worth individuals, and businesses, and highlights services for small to mid-sized employers establishing 401(k) and defined benefit plans. Specific thresholds would typically be disclosed in Form ADV Part 2A, which is not publicly available on the website.
Is OneGroup Wealth Partners affiliated with a larger institution?
There is no indication of a parent company or institutional affiliation on the firm's website. Joseph Polsinelli also founded Empire State Asset Management in 2001, suggesting the two firms share a founder and possibly overlapping client relationships, but the exact corporate relationship is not publicly detailed.
How is the firm compensated for its advisory services?
Compensation structures — whether fee-only, commission-based, or hybrid — are not detailed on the firm's website. Such disclosures would appear in the firm's Form ADV Part 2A or client advisory agreement; neither is publicly available on the firm's site as of this writing.
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