OnePoint BFG Wealth Partners Employee Directory
Financial ServicesNew Jersey, United States51-200 Employees
Ascend Beyond Wealth. Realize next level success with a financial relationship built for life. Our new name says it all: OnePoint. We exist for a single, clear purpose, which is to truly understand what matters most to you and then deliver on it. At the heart of everything we do are the genuinely personal connections to our clients—they’re the foundation of our firm and the anchor for every service we provide. OnePoint advisors are known for forging personal and lifelong relationships that extend far beyond money and portfolio management. In fact, they become the first call for many of life’s important decisions. When clients are ready to take their wealth, and their life, to the next level, we are the one point of contact to help them get there. Investment advisory and financial planning services offered through Bleakley Financial Group LLC, an SEC registered investment adviser, doing business as OnePoint BFG Wealth Partners. OnePoint BFG often uses Artificial Intelligence (“AI”) in the generation of marketing and advertising and has established policies to ensure all AI generated material goes through human review prior to dissemination. This communication has been provided for general informational and discussion purposes only, and should not be considered as investment, legal or tax advice or as a recommendation. OnePoint BFG does not represent any third-party information used as its own. Please contact your legal counsel or tax advisor to recommend the application of this general information to any particular situation or prepare an instrument chosen to implement the design discussed herein.
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