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.
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
Aug 2025
Jul 2025
Jul 2025