What’s Your OnePoint? | Andy Schwartz

Welcome to our new series where we share the voices of our team and what their OnePoint means to them.

 

At OnePoint BFG, purpose is not just a destination. It is the direction that guides everything we do.

Watch Andy Schwartz, CEO of OnePoint BFG, explain his OnePoint and why living client first is more than a promise.

It is a commitment to trust and care.

 

Watch Andy’s Story

 

 

Ready to learn more about OnePoint and how we can help you find clarity and confidence?

Investment advisory and financial planning services are offered through Bleakley Financial Group, LLC, an SEC-registered investment adviser, doing business as OnePoint BFG Wealth Partners (“OnePoint BFG”).

This material is for informational purposes only and is not intended to provide investment, tax, or legal advice. Any discussion of planning concepts is general in nature and does not consider the specific circumstances of any individual. Clients should consult with their tax advisor, attorney, or other professionals regarding their particular situation.

The views expressed are subject to change and are not guarantees of future results. Nothing contained herein should be construed as a recommendation or solicitation to buy or sell any security or to adopt any particular investment or planning strategy. Past performance is not indicative of future results.

OnePoint BFG often uses Artificial Intelligence (“AI”) in the generation of marketing and advertising and has established policies to ensure all AI generated material goes through human review prior to dissemination. This communication has been provided for general informational and discussion purposes only, and should not be considered as investment, legal or tax advice or as a recommendation. OnePoint BFG does not represent any third-party information used as its own. Please contact your legal counsel or 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.

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