Ascend Beyond Wealth
Realize next-level success with a financial
relationship built for life.
relationship built for life.
David Schwartz's Team at OnePoint BFG
Wealth Management Advisor
Morris County
Serving Clients Nationwide
Serving Clients Nationwide
Since 2010, David Schwartz and his team have been delivering high-quality financial planning and wealth management services. With a strong commitment to their clients’ long-term success, they specialize in helping individuals and families define their goals and create personalized strategies to pursue them.
Our 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
"My core mission is helping clients to clearly identify their most important goals and then implementing a comprehensive plan that is tailored to their wants and needs as they may evolve over time."
Outside the
Office
David enjoys spending quality time with his wife Jackie, son Jackson, and dog Spanky. In his free time, he likes to play golf with his friends. As a family, they find it important to give back to the community and are active with St. Hubert's of Madison.
Market & Planning Insights
5 min read
How Higher Gas Prices Impact Your Wallet and Your Investments
For most Americans, the price of gasoline is one of the most visible ways that conflict in Iran affects daily...
Apr 2026
9 min read
Q2 2026 Market Update: Navigating Geopolitical Tensions, Rising Oil, and Market Volatility
The first quarter of 2026 serves as a powerful reminder of why preparation and sound financial planning are...
Apr 2026
7 min read
How Oil Prices and AI Are Shaping Stock Market Sector Performance
When considering the stock market, most investors naturally gravitate toward broad indices such as the S&P...
Mar 2026