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Welcome to our new series where we share the voices of our team and what their OnePoint means to them.
The magic at OnePoint BFG happens in conversation—whether that’s an in-person meeting or an intimate Zoom where everything is on the table.
Clients often see strong returns on paper. They see the numbers.
What they don’t always see is what those numbers make possible.
In this What's Your OnePoint video, Michael Axelrod, Managing Partner & Wealth Advisor, shares how many clients reach their mid-60s or 70s having done everything “right.”
They saved diligently. They invested responsibly.
And yet, they still hesitate.
Michael often encourages clients to ask a different question: What if you gave yourself permission to enjoy this—now?
That might mean:
Taking the trip you’ve always postponed
Flying first class instead of “playing it safe”
Gifting time, experiences, or resources to family today—not someday
The response afterward is almost always the same: gratitude, relief, and joy.
It’s not about reckless spending.
It’s about informed freedom.
Ascend Beyond Wealth. OnePoint as the Guide.
Watch Michael'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.
OP 26-0092
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