OneGroup Wealth Partners

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.