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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, Mark Feldman, Partner and Wealth Advisor, shares why peace of mind is the most meaningful outcome of great financial planning.
A safe haven in a noisy world
Daily life is stressful. Markets move. Headlines change. Responsibilities pile up.
Mark believes clients need more than investment management. They need a safe haven. A place to talk about what matters most, even if it’s just for a few minutes each quarter. A team that listens closely and understands the full picture.
That space, that reassurance, is where confidence is built.
Planning beyond performance
Mark is clear that investment performance is not the most important thing he does.
The true value lies in planning.
Looking at life from a full 360-degree view.
Making sure needs are addressed before problems arise.
Ensuring nothing slips through the cracks.
This approach becomes especially powerful during life’s hardest moments.
When reassurance matters most
Mark shares the story of a client who lost her husband far too soon. Alongside grief came deep financial anxiety. She didn’t know where things stood or what to do next.
Through education, patience, and care, Mark and his team helped her regain confidence. They showed her she wasn’t alone and that she could move forward with clarity and strength.
That’s the OnePoint
It’s the comfort of knowing someone is there.
It’s going to bed at night with peace of mind.
It’s trust built through planning, care, and connection.
🎥 Watch Mark Feldman’s What’s Your OnePoint video to hear his story.
Ascend Beyond Wealth. OnePoint as the Guide.
Watch Mark'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.
OP 26-0095
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