img-3

Ascend Beyond Wealth

Realize next-level success with a financial
relationship built for life.
img-1

Group Name or Primary Person Name

Wealth Management Advisor

Essex County
Serving Clients Nationwide
Retirement Planning
Retirement Planning
Retirement Planning
Our 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 you’re ready to take your wealth, and your life, to the next level, we are the one point of contact to help you get there.
img-2

Our Team

Lead ADvisor
Client Service Team

Lorem ipsum dolor sit amet consectetur. Malesuada nunc nullam sagittis risus sapien dolor euismod. Etiam pellentesque turpis orci venenatis nunc. Arcu non ut praesent volutpat nisi amet lorem convallis at.

Lorem ipsum dolor sit amet consectetur. Malesuada nunc nullam sagittis risus sapien dolor euismod. Etiam pellentesque turpis orci venenatis nunc. Arcu non ut praesent volutpat nisi amet lorem convallis at.

Our Wealth Management Services

At [Company Name], wealth management begins with a deep understanding of who you are, what matters most, and where you want to go. It’s not just about returns—it’s about helping you live with clarity, confidence, and purpose.

We deliver a personalized strategy built to evolve with your life and grow alongside your goals. Backed by a full team of experts and specialists, your plan becomes a launchpad—for taking your wealth, and your life, to the next level.

stat-card

Your OnePoint Plan

Aligning your financial strategy with what matters most.

We start with your goals, values, and aspirations — then build a comprehensive financial roadmap to help you live the life you're envisioning. This integrated plan serves as the foundation for every recommendation and decision ahead.

bg-img2

Preparing for Retirement

Designing a confident future, one step at a time.

From retirement income strategies to Medicare decisions and Social Security optimization, we help you plan for a sustainable, fulfilling retirement — aligned with your lifestyle and values.OnePoint Wealth Management Services

bg-img1

Planning Your Legacy

Protect your legacy. Pass on purpose

We help you structure your estate to reflect your wishes and values — with thoughtful guidance on trusts, wealth transfer, and multigenerational planning. Our process includes document reviews and coordination with legal advisors for seamless execution.

bg-img3

Minimizing Your Tax Strategy

Proactive, personalized, and integrated.

Minimize tax liability and uncover opportunities through coordinated tax strategies that align with your full financial picture. We work closely with your tax professionals to ensure decisions are timely, efficient, and effective.

bg-img5

Assessing Your Risk Management

Plan for the unexpected, protect what matters.

We assess your exposure and design strategies to safeguard your financial wellbeing - including life, disability, long-term care, and property & casualty insurance aligned with your goals.

image-19

Planning for Your Future Education

Funding futures - with flexibility and foresight.

Whether it’s for children, grandchildren, or your own development, we help you plan and invest smartly for future education costs with strategies that adapt to changing needs and timelines.

image-14

Investments that Leave a 
Lasting Impact

Giving that reflects your heart - and your plan.

Create a legacy of impact with charitable strategies that align with your financial goals, tax planning, and personal passions - from donor-advised funds to private foundations and gifting techniques.

stat-card7

Portfolios Personalized for You

Tailored. Transparent. Insight-driven.

Your portfolio is customized to your unique goals, time horizon, and risk comfort - managed with discipline, monitored continuously, and adjusted proactively as life and markets evolve.

image-6

Investments Specialized for You

Broaden your access. Deepen your potential.

For qualified investors, we offer opportunities beyond traditional markets - including private equity, private credit, hedge funds, and ESG-aligned strategies - carefully vetted and integrated into your overall plan.

Our Commitment to Community.

Community is at the core of who we are—not just within our firm, but where we live and serve. Each one of us is actively engaged in giving back, supporting local nonprofits, mentoring youth, and participating in civic and charitable events. We believe strong communities help individuals rise and we’re proud to contribute to that impact wherever we can.
round-shape

Connect With An Advisor to Learn More

Our experienced advisors can help you navigate your unique financial journey with personalized strategies. Schedule a consultation today to take the first step toward your
financial goals.