Ascend Beyond Wealth
Realize next-level success with a financial
relationship built for life.
relationship built for life.
Jack Cooney's Team at OnePoint BFG
Wealth Management Advisor
Morris County
Serving Clients Nationwide
Serving Clients Nationwide
Jack Cooney and his team have been servicing clients with their wealth management needs for over 40 years - committed to providing clients with a comprehensive financial planning experience to help them work toward achieving their financial goals.
Our Team
Lead Advisor
Client Service Team
Professional Specializations
Diversified Comprehensive Financial Planning
Sophisticated High Net Worth Planning
Retirement Income Distribution Planning
Investment Management
Tax and Estate Planning
College Education Planning
Philosophy of
Service
"A good financial blueprint can lay out what you need to do today to achieve your goals tomorrow. As with other successes in life, you must set goals and work proactively towards those goals. Each financial decision you make and action you take will have a significant impact on your future financial security."
Community
Involvement
Our team is dedicated to helping our local communities by contributing and volunteering to charities that are focused on improving education, services for veterans, or helping those who are less fortunate.
- Board of Trustees - Center for Great Expectations (Women's Shelter, Somerset, NJ)
- Delbarton School - Board of Finance & Audit; Alumni Association
- Music Ministry - Christ the King Parish
- The Friendly Sons of St. Patrick of Morris County, NJ
- Wreaths Across America
In the News
Jul 2025
May 2025
May 2025