OneDigital is a steward of business growth and people potential. More than 75,000 employers and millions of individuals rely on our teams for counsel and access to fully integrated worksite products and services and the retirement and wealth management advice provided through OneDigital Investment Advisors. Founded in 2000 and headquartered in Atlanta, OneDigital maintains offices in most major markets.
LEARN MORESince 1996, we’ve held the belief that our clients’ interests should always come first. We created an innovative boutique that offers a personable and sophisticated approach that’s completely centered on your goals. Our commitment to evidence-based ideas and excellent client service is foundational to everything we do. We use the latest academic research and modern technology to create better outcomes for families we partner with.
Check our FAQs for common questions. If you can’t find what you’re looking for, reach out to us and we will be happy to respond.
We don’t anticipate any changes to your PWL advisor and team as a result of this news. For all intents and purposes, from the perspective of our clients, it will be business as usual.
No. For the most part, it’s business as usual – there will be no disruption to the services our clients receive from their PWL team.
We have many important initiatives underway that will ultimately improve the services we deliver to clients, and there are no plans to halt any of them.
If anything, leaning on the tremendous resources that OneDigital offers will improve or accelerate them.
No.
PWL’s investment philosophy and core values remain unchanged, and are in fact one of the reasons that One Digital took such a strong interest in partnering with us.
Partnering with One Digital gives us access to tremendous talent and resources. It allows us to remove obstacles from our path on delivering a best-in-class service and experience to our clients. We expect that while, in the short term, it will be business as usual – in the long term, our service offering, range of services, and client focus will improve significantly.
There will be no impact to your investments. Our investment philosophy has not changed, and is aligned with One Digital’s investment philosophy. This is a core part of why One Digital was so interested in working with PWL.
PWL is a unique firm, grounded in an evidence-based investment and financial planning philosophy, with a singular goal of doing the right thing for our clients. One Digital recognized our strengths as an opportunity for them to learn from our firm. They originally had no intention of expanding to Canada, however after meeting the PWL team, the synergies and opportunities were too great to ignore.
PWL’s philosophy and values are unique in the Canadian marketplace. There are few, if any firms, that share this philosophy and also have the resources to acquire/partner a firm like ours. In Canada, the big banks are uniquely positioned for these types of acquisitions, however our values are not aligned with theirs, and it was our view that we would never sell the firm to a Canadian bank.
The US market is much larger, and arguably more advanced than the Canadian wealth management market. As such there are firms in the US that not only have the resources to partner with a firm like PWL, but more importantly, share our exact values and philosophy.
No, there will be no transactions in client accounts specifically as a result of this partnership, and therefore it will not by itself create any tax implications for our clients.