Rev: July 2025
| FACTS | WHAT DOES Bleakley Financial Group, LLC (d/b/a OnePoint BFG Wealth Partners) (“OnePoint BFG”) DO WITH YOUR PERSONAL INFORMATION? |
| Why? | Financial companies choose how they share your personal information. Federal law gives consumers the right to limit some but not all sharing. Federal law also requires us to tell you how we collect, share, and protect your personal information. Please read this notice carefully to understand what we do. |
| What? | The types of personal information we collect, and share depends on the product or service you have with us. This information can include:
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| How? | All financial companies need to share customers’ personal information to run their everyday business. In the section below, we list the reasons financial companies can share their customers’ personal information, the reasons OnePoint BFG chooses to share and whether you can limit this sharing. |
| Reasons we can share your personal information | Does OnePoint BFG share? | Can you limit this sharing? |
|---|---|---|
| For our everyday business purposes – such as to process your transactions, maintain your account(s), respond to court orders and legal investigations, or report to credit bureaus | YES | NO |
| For our marketing purposes – to offer our products and services to you | YES | NO |
| For joint marketing with other financial companies | NO | We Don’t Share |
| For our affiliates’ everyday business purposes – information about your transactions and experiences | YES | NO |
| For our affiliates’ everyday business purposes – information about your creditworthiness | NO | We Don’t Share |
| For our affiliates to market to you | NO | We Don’t Share |
| For nonaffiliates to market to you | NO | We Don’t Share |
| Questions? | Call 1 (973) 575-4180 or email: compliance@onepointbfg.com |
Rev. July 2025
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Who we are
| Who is providing this notice? | Bleakley Financial Group, LLC (d/b/a OnePoint BFG Wealth Partners), a registered investment adviser, and its affiliate listed below. |
What we do
| How does OnePoint BFG protect my personal information? | To protect your personal information from unauthorized access and use, we use security measures that comply with federal law. These measures include computer safeguards and secured files and buildings. We maintain safeguards that comply with federal standards to protect nonpublic personal information of our customers, including procedures to assure appropriate access to and use of information about our customers. |
| How does OnePoint BFG collect my personal information? | We collect your personal information, for example, when you
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| Why can’t I limit all sharing? | Federal law gives you the right to limit only
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Definitions
| Affiliates | Companies related by common ownership or control. They can be financial and nonfinancial companies.
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| Nonaffiliates | Companies not related by common ownership or control. They can be financial and nonfinancial companies.
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| Joint Marketing | A formal agreement between nonaffiliated financial companies that together market financial products or services to you.
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Other important information
Should your OnePoint BFG Advisor terminate their relationship with OnePoint BFG and move to another investment advisory firm, retire or sell the Advisor’s practice, OnePoint BFG and/or the OnePoint BFG Advisor may disclose your personal information to the new firm and/or investment advisor representative. If you do not want OnePoint BFG and/or your OnePoint BFG Advisor to provide this information to the new firm and/or investment advisor representative, call 973-575-4180 or email compliance@onepointbfg.com to opt out. You may withdraw (or reinstate) such consent at any time.