What’s Your OnePoint? | Jeff Miller

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

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The Answer Is Yes. Now What’s the Question?

You’ve built something significant.

A business.
A portfolio.
A life that, from the outside, looks complete.

But success doesn’t eliminate complexity. It compounds it.

The questions become more refined:

• Is this the right time to sell?
• Is this enough to step away?
• Is everything coordinated — or just managed?
• Does this plan actually support the life I want?
  

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In our latest What’s Your OnePoint video, Jeff Miller, Partner & Wealth Management Advisor, explains our philosophy simply:

"When a client asks a question, the answer is yes. Now what’s the question?”

 

Yes — we’ll evaluate the opportunity.
Yes — we’ll model the decision.
Yes — we’ll integrate investments, taxes, estate, business, and legacy.

 

But yes does not automatically mean act.

One client came ready to sell his business.
The offer was attractive.

It wasn’t his number.

Two years later, after disciplined modeling and patience, the valuation nearly doubled.
That was his number.

At OnePoint BFG, we combine what’s on your balance sheet with what’s in your heart.

Because sophisticated wealth isn’t about reacting to opportunity. It’s about aligning capital with life.

 

Ascend Beyond Wealth. OnePoint as the Guide.

 

Watch Jeff's Video⤵️

 

Schedule a private introductory meeting to explore what your OnePoint could be, and how your wealth can support a life well lived.

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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