OnePoint BFG Wealth Partners.

OnePoint Wealth Management Services

At OnePoint, wealth management begins with a deep understanding of who you are, what matters most, and where you want to go. It’s not just about returns—it’s about helping you live with clarity, confidence, and purpose.

Through the OnePoint Plan, we deliver a personalized strategy built to evolve with your life and grow alongside your goals. Backed by a full team of experts and specialists, your plan becomes a launchpad—for taking your wealth, and your life, to the next level.

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The OnePoint Plan

Aligning your financial strategy with what matters most.

We start with your goals, values, and aspirations — then build a comprehensive financial roadmap to help you live the life you're envisioning. This integrated plan serves as the foundation for every recommendation and decision ahead.

Retirement Planning

Designing a confident future, one step at a time.

From retirement income strategies to Medicare decisions and Social Security optimization, we help you plan for a sustainable, fulfilling retirement — aligned with your lifestyle and values.OnePoint Wealth Management Services

Estate Planning

Protect your legacy. Pass on purpose

We help you structure your estate to reflect your wishes and values — with thoughtful guidance on trusts, wealth transfer, and multigenerational planning. Our process includes document reviews and coordination with legal advisors for seamless execution.

Tax Strategy & Planning

Proactive, personalized, and integrated.

Minimize tax liability and uncover opportunities through coordinated tax strategies that align with your full financial picture. We work closely with your tax professionals to ensure decisions are timely, efficient, and effective.

Risk Management

Plan for the unexpected, protect what matters.

We assess your exposure and design strategies to safeguard your financial wellbeing - including life, disability, long-term care, and property & casualty insurance aligned with your goals.

Education Planning

Funding futures - with flexibility and foresight.

Whether it’s for children, grandchildren, or your own development, we help you plan and invest smartly for future education costs with strategies that adapt to changing needs and timelines.

Philanthropic Planning

Giving that reflects your heart - and your plan.

Create a legacy of impact with charitable strategies that align with your financial goals, tax planning, and personal passions - from donor-advised funds to private foundations and gifting techniques.

Personalized Portfolios

Tailored. Transparent. Insight-driven.

Your portfolio is customized to your unique goals, time horizon, and risk comfort - managed with discipline, monitored continuously, and adjusted proactively as life and markets evolve.

Specialized Investments

Broaden your access. Deepen your potential.

For qualified investors, we offer opportunities beyond traditional markets - including private equity, private credit, hedge funds, and ESG-aligned strategies - carefully vetted and integrated into your overall plan.

Specialized Advisory Services

Corporate Executive Services

Complex compensation and equity, simplified.

We specialize in equity compensation advising, concentrated stock strategies, deferred compensation, tax coordination, and retirement modeling - all aligned with your broader career and life goals.

Business Owner Services

Where business success meets personal planning.

We help entrepreneurs integrate their business and personal wealth, including succession planning, liquidity events, 401(k) and retirement plan design, and long-term exit strategies that support both lifestyle and legacy.

Professional Services

Tailored strategies for high-performing professionals.

We understand the unique planning needs of attorneys, medical professionals, consultants, and other knowledge workers - from cash flow optimization to liability management and long-term career alignment.

Multigenerational Family Services

Planning across generations, guided by shared values.

We work with families to preserve wealth, navigate complexity, and prepare the next generation - through intentional planning, clear communication, and a shared vision for the future.

Life Coaching

Supporting your whole life, not just your finances.

From career transitions to personal growth to navigating change, we offer guidance to help you move forward with clarity and confidence. Because thriving financially starts with thriving personally.

Connect With An Advisor to Learn More

Our experienced advisors can help you navigate your unique financial journey with personalized strategies. Schedule a consultation today to take the first step toward your
financial goals.

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