Ascend Beyond Wealth
relationship built for life.
Of all the decisions you will make, choosing the right wealth planning team is possibly one of the most important. At OnePoint BFG, we simplify complex financial planning strategies and provide you with the knowledge and tools to make informed decisions.
Drew Besonson is proud to be a part of OnePoint BFG, a larger nationwide network of professionals. We are ready to serve you, your family and your legacy - now and for generations to come.
Drew and the team specialize in advanced Business and Estate Planning, providing one-on-one attention to clients to help protect and grow their assets. They collaborate with a team of experts to provide comprehensive, integrated, value-based planning that incorporates tax-efficient wealth transfer strategies. His team is specifically built for the highest level of complex planning and service. Business and Estate Planning can seem overwhelming, yet Drew conveys sophisticated strategies to his clients in an understandable way.
Our focus always centers on listening to our clients. After learning about their current issues, desires, and vision for the future, we connect these values and objectives to the planning process. Our goal is to establish long-term relationships based on integrity and a caring atmosphere while providing expert guidance and unparalleled service.
Drew Besonson is the President of Poise Wealth. His focus is on advanced business, estate, and estate tax planning. He has made it his career to help clients achieve their financial goals by applying the pillars of financial planning when creating their plan. He simplifies complex financial issues for his clients, resulting in their ability to make informed decisions.
Growing up in rural Pennsylvania, Drew learned early on the values of hard work and respect. At the age of 24, Drew became the youngest World Champion showing Quarter Horses professionally. This achievement motivated him to further his education at the University of Michigan. Upon graduation he established his roots in Metro Detroit.
Besonson's passion for assisting others includes working with local nonprofits. He serves as a Board Chair of Orchards Children’s Services, which provides needed services of family preservation and adoption in Michigan. He also actively serves as a Beaumont Health Foundation Trustee, with a special interest in childhood illness research and their Neonatal Intensive Care Unit. When not focused on his business and philanthropy, Drew takes pleasure in cooking and gardening. He also enjoys traveling abroad.
Investment advice offered through Bleakly Financial Group d/b/a Poise Wealth, a registered investment adviser.
CA Insurance License #0D90612, AR Insurance License #7074639
Drew Besonson is the President of Poise Wealth. His focus is on advanced business, estate, and estate tax planning. He has made it his career to help clients achieve their financial goals by applying the pillars of financial planning when creating their plan. He simplifies complex financial issues for his clients, resulting in their ability to make informed decisions.
Growing up in rural Pennsylvania, Drew learned early on the values of hard work and respect. At the age of 24, Drew became the youngest World Champion showing Quarter Horses professionally. This achievement motivated him to further his education at the University of Michigan. Upon graduation he established his roots in Metro Detroit.
Besonson's passion for assisting others includes working with local nonprofits. He serves as a Board Chair of Orchards Children’s Services, which provides needed services of family preservation and adoption in Michigan. He also actively serves as a Beaumont Health Foundation Trustee, with a special interest in childhood illness research and their Neonatal Intensive Care Unit. When not focused on his business and philanthropy, Drew takes pleasure in cooking and gardening. He also enjoys traveling abroad.
Investment advice offered through Bleakly Financial Group d/b/a Poise Wealth, a registered investment adviser.
CA Insurance License #0D90612, AR Insurance License #7074639
Paul has been a Wealth Management Advisor at Poise Wealth since 2013. His 13 years of experience in the financial service industry with an RICP designation (Retirement Income Certified Professional) provides meaningful value to his role at Poise Wealth. Paul assists in analyzing client information, as well as developing and implementing planning strategies. His motivation and desire to help clients is knowing he can make a difference in their financial lives.
Paul is a graduate of Michigan State University and is the proud father of his son, Kyle. In his personal time, Paul enjoys traveling to warm destinations with his girlfriend; learning Spanish, Bachata, and scuba diving. He gives back to his community by volunteering with Scouting USA.
RICP conferred by The American College.
CA Insurance License #4115696
Amy has been part of Poise Wealth as a Client Service Associate for over 7 years. She provides administrative support to the team and an exceptional client service experience. Additionally, she is the team member who assists with the set up and maintenance of clients’ online access.
Amy works with the marketing team to develop and implement new marketing strategies with a focus on philanthropic work. Amy says “One of my proudest moments working with Poise Wealth was my role in writing a grant which resulted in a $15,000 award to a charity we hold close to our hearts, Orchards Children’s Services.” This is one of several organizations where she shares her time for the betterment of the community.
Amy is a devoted wife and mother of 2, who balances time between family and career. She spends her leisure time creating memories with her family boating, snowmobiling and traveling. A Louisiana native, she expresses her carefree personality through her skills in the kitchen.
Drew and the team specialize in advanced Business and Estate Planning, providing one-on-one attention to clients to help protect and grow their assets. They collaborate with a team of experts to provide comprehensive, integrated, value-based planning that incorporates tax-efficient wealth transfer strategies. His team is specifically built for the highest level of complex planning and service. Business and Estate Planning can seem overwhelming, yet Drew conveys sophisticated strategies to his clients in an understandable way.
Our focus always centers on listening to our clients. After learning about their current issues, desires, and vision for the future, we connect these values and objectives to the planning process. Our goal is to establish long-term relationships based on integrity and a caring atmosphere while providing expert guidance and unparalleled service.