One Capital Management

Expanding the Future of Wealth Management

Welcome Kimmie Balz, CPWA®, to One Capital Management in New York

New York City

KIMMIE BALZ, CPWA®

Executive Director Wealth Management

Global Presence

Private Wealth Management in the United States and Canada founded 2001

Bespoke Private Client Investment Management

Client-centric approach focused on the unique financial and life circumstances of each individual, family, and institution

$11.6 Billion

Over $11.6 billion in assets under management as of September 2026

Track Record

30 years of outstanding results