Ascend Beyond Wealth
Realize next-level success with a financial
relationship built for life.
relationship built for life.
From Building a Business to Building a Legacy.
David Siegel
Partner and Private Wealth Advisor
West Palm Beach, FL
Serving Clients Nationwide
Serving Clients Nationwide
David Siegel is a trusted partner in building personalized financial strategies for the specific needs of entrepreneurs, corporate executives, and fellow professionals. With a focus on comprehensive planning and tax-efficient strategies, he helps clients put a complete plan into practice and pursue their long-term goals with confidence and clarity.
Our Services
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Wealth Management
We focus on long-term investment strategy so the growth and management of your money is not left to chance, giving you more confidence in your plan. Invest in your best life.
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Financial Planning
A better plan starts with a better conversation. We reveal blind spots, surface opportunities others overlook, and build a plan tailored to your goals.
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Retirement Planning
We build a retirement plan with tax-efficient income strategies and the protection you need, so you can retire the way you have always pictured.
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Estate Planning
Working with attorneys, accountants, and tax professionals, we help you establish trusts and navigate taxes and administration, so you can plan for the legacy you want to leave.
Business Succession Planning
We help owners protect against risk, manage growth, retain key people, and plan for business continuation and succession, so the business you built keeps moving forward when you step back.
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Risk Management Solutions
The wealth you have built and your ability to earn deserve protection. We build risk management into the plan, drawing on the right mix of protection strategies for you, your family, and your business.
Intergenerational Planning
From funding education for children and grandchildren to passing on what you have built, we help you plan across generations.
Protecting and Growing Your Investment Portfolio
A consolidated and thoughtfully developed long-term investment strategy is the best way to ensure progress toward your goals. We identify and consolidate your investments to ensure that you are positioned appropriately for your risk tolerance, recommend asset allocation strategies to align your investments with your broader financial goals and monitor strategies to maintain a clear focus on your short, intermediate, and long-term financial goals.
Wealth Planning for your Life Plans
Your financial success requires adherence to a process that is not based on emotion or today's headlines. We begin by ensuring your financial independence, family legacy, and social capital solutions are in place so that wealth optimization can become the primary focus. Using a wide range of investment and protection strategies, we build tailored plans designed to address your unique needs and situation. We believe solid planning requires specialized expertise and a team approach. As OnePoint BFG, we combine deep credentials and access to advanced solutions with our signature level of service for laser-focused execution.
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Where does it come from?
You have individual experiences, unique hopes and dreams – and that calls for a unique and disciplined values-based approach to financial planning. Applying our differentiated discovery process, we help you navigate your unique needs to achieve your goals. We start by looking at your entire financial picture to break down what you need to do to meet your goals and prepare for the unexpected, taking into consideration all your financial obligations. After we fully visualize your financial future, we develop a robust financial strategy to help you realize your goals.
Planning & Investing Insights
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