Welcome to our new series where we share the voices of our team and what their OnePoint means to them.
In this episode of What’s Your OnePoint, Alexis Miller, Director of Investment Research, shares why education is one of the most important responsibilities in wealth management and how understanding the full picture transforms the client experience.
Investing can feel overwhelming, even for people who are highly accomplished.
Many clients have built successful careers and businesses, yet with success often comes complexity. There isn’t always time or capacity to organize every detail or research every investment. Without clarity, uncertainty grows, and that uncertainty can become anxiety.
Alexis believes great advice starts by removing that weight.
Ascend Beyond Wealth. OnePoint as the Guide.
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.
OP 26-0093