The beginning of a new year has a way of sharpening perspective. Not through big promises or sweeping resolutions, but through a quieter question: What truly matters now?
At OnePoint BFG, we call that your OnePoint.
Your OnePoint is your north star. It’s the guiding principle that keeps decisions aligned when life gets complex. It shapes how you think about tax strategy, liquidity planning, legacy goals, and managing concentrated risk. When your OnePoint is clear, planning becomes purposeful. Choices feel connected. Progress feels intentional.
OnePoint stands out for its robust planning services, but what truly differentiates us is our client-first approach. Planning isn’t something we do to clients or for clients. It’s something we do with them, over time, through real conversations and real-life moments. Our goal is to be the first call, whether the question is financial, personal, or somewhere in between.
As we look toward 2026, that kind of guidance matters more than ever. Markets will move. Policies will change. Careers, families, and priorities will evolve. In those moments, having a clear north star and a trusted partner helps turn uncertainty into clarity and confidence.
That philosophy is at the heart of our What’s Your OnePoint? campaign, including our CEO Andy Schwartz’s perspective on what it means to lead with clients first. You can watch his video and explore the idea more deeply here:
OnePoint Forward is our way of starting the year with intention. Less about reinvention, more about alignment. Less noise, more clarity. A renewed focus on what matters most and a plan built to support it.
As 2026 begins, we’re here to help you define your OnePoint, build around it, and move forward with confidence.
If you’re ready to define your OnePoint and build a plan that stays aligned as life evolves, a OnePoint advisor can help you start the conversation.
Disclosures: Investment advisory and financial planning services offered through Bleakley Financial Group, LLC, an SEC registered investment adviser, doing business as OnePoint BFG Wealth Partners (herein referred to as “OnePoint BFG”). For more information regarding OnePoint BFG including important disclosures, please visit https://adviserinfo.sec.gov/.
The third-party information contained herein is provided for informational and discussion purposes only. OnePoint BFG does not represent this third-party information as its own. While OnePoint BFG has gathered this information from sources deemed to be reliable, OnePoint BFG has not reviewed or verified any information input by your financial professional or that of the third-party source, nor can OnePoint BFG guarantee the completeness or accuracy of this data.
OnePoint BFG does not offer legal or tax advice. This document is not a substitute for the advice of a qualified attorney or tax professional. You should not take any action based solely on the information provided on this report without seeking legal counsel from a licensed attorney or tax professional in your jurisdiction. No attorney-client relationship is formed by your use of this document.
This communication has been provided for informational purposes only and should not be considered as investment, legal or tax advice or as a recommendation. This material provides general information only. OnePoint BFG does not offer legal or tax advice. Please contact legal counsel or your tax advisor to recommend the application of this general information to any particular situation or prepare an instrument chosen to implement the design discussed herein. Circular 230 notice: To ensure compliance with requirements imposed by the IRS, this notice is to inform you that any tax advice included in this communication, including any attachments, is not intended or written to be used, and cannot be used, for the purpose of avoiding any federal tax penalty or promoting, marketing, or recommending to another party any transaction or matter.
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