Founded in 2012 and joining MAI Capital Management in 2021, One Seven is a client-centric wealth management firm built on the principle of providing holistic financial guidance. The firm's mission is to simplify its clients' lives by serving as a single point of contact for all their financial needs, including investment management, financial planning, retirement planning, and insurance services. By becoming part of the larger MAI Capital Management, One Seven leverages expanded resources and expertise while maintaining its personalized, service-oriented approach.

Founded in

United States