You Had to Be There.
Nearly 200 clients and friends gathered at the historic Park Savoy Estate for a night that was anything but ordinary.
Beautiful venue. Real conversations. And a topic that doesn't get enough airtime: aging parents and elder care.
This is what we do. We show up for the moments that matter, on the financial side and the human side.
The Night Was About One Thing: You.
Every detail of the evening was intentional. The atmosphere, the conversation, the experience. None of it was about us. All of it was for the people in that room.
That's how we work. Your priorities drive everything.
We Went There.
Aging parents. Elder care. The conversations most people avoid. We put them front and center because our clients deserve a team that tackles the hard stuff, not one that looks the other way.
When life gets complicated, we get to work.
Watch the Night Come to Life
A Few Moments from the Evening
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Those olive tree branches? Plant them. Every time they grow, think of us.
The olive tree is one of the oldest symbols of peace, longevity, and abundance.
Trees that take years to mature, that outlast generations, that give more over time than they ever take. That felt right for an evening spent talking about the long arc of life, family, and what it means to plan not just for yourself but for the people you love.
You took one home. We hope you plant it. And when it takes root and grows, we hope it's a small reminder of what we're building together.
Ready to be in the room next time?
We'd love to connect.
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/.
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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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