Ascend Beyond Wealth
Realize next-level success with a financial
relationship built for life.
relationship built for life.
Joseph Sreshta's Team at OnePoint BFG Wealth Partners
Wealth Management Advisors
5718 Westheimer Road, Suite 765
Houston, TX 77057
Serving Clients Nationwide
Houston, TX 77057
Serving Clients Nationwide
Joseph Sreshta and Yousef Khan help individuals, families, and business owners make informed financial decisions through comprehensive planning and ongoing advice. As part of OnePoint BFG Wealth Partners, our process starts with your goals and priorities, then aligns investment strategy, retirement planning, risk management, and estate-planning considerations into a coordinated plan. We emphasize clear communication, disciplined reviews, and practical guidance that can adapt as markets and life circumstances change—serving clients locally and nationwide.
Our Services
Wealth Management
We specialize in providing wealth management services to people from all walks of life. Depending on your financial goals, your wealth manager may offer the following guidance:
- Risk Assessment
- Goal Targeting Profile
- Portfolio Analysis
- Seeking Optimization
- Customized Portfolio Development
- In-Depth Evaluation of Current Portfolio
Our team will work with you to develop an integrated wealth management approach based on your income and financial goals.
Estate Planning
Creating an estate plan is an essential step for anyone wanting to provide for surviving family members, fund education for children, or leave money to a charitable cause. Besides creating a will, other estate planning tasks may include:
- Naming an estate executor
- Naming beneficiaries on retirement accounts and pension plans
- Establishing funeral arrangements
If you have dependent children under the age of 18, your estate plan should also name a guardian.
Retirement Planning
We will help you identify all income sources, determine future expenses, establish a savings plan, and manage assets. A solid plan can help determine whether you can sustain your lifestyle after you retire. Depending on your situation, the retirement planning process may include the following:
- Retirement income withdrawal strategies
- Retirement flow analysis
- Tax strategies for maximizing social security benefits
- Long-term care guidance
- Roth IRA conversions
After an initial plan is established, our advisors will continually monitor it for progress and necessary revisions.
Financial Planning
Financial planning involves working with a certified financial expert to design a plan to reach your short and long-term monetary goals. We will analyze your current economic situation and develop financial strategies to help you plan for retirement, buy a home, or send your children to college. Our financial blueprint for each client is easy to follow, simple to build upon, and flexible enough to evolve as financial goals change. After an initial assessment, we will develop a customized plan that incorporates your financial goals and considers the following factors:
- Financial assets, retirement accounts, investments, and real estate
- Currently financial situation
- Current and future monetary obligations
- Desired timeline for reaching financial goals
We schedule regular check ins with every client to evaluate and adjust the strategies as goals and responsibilities change.
Insurance Planning
An important element of a financial plan is protecting yourself, your family, and your property from unexpected events with proper insurance. We will perform risk analysis and make recommendations for insurance that can help mitigate those risks. We specialize in individual life insurance, group life insurance, long term care planning, health insurance, and disability insurance.
The first step in insurance planning is performing a comprehensive wealth management analysis.
- Review your home and auto insurance policies to ensure the liability limits are sufficient to protect your assets.
- Provide life insurance recommendations based on your income, family situation, and lifestyle.
- Analyze personal insurance policies including health insurance and disability insurance.
- Provide recommendations for business liability insurance if desired.
Our Advisors can also help with Medicare insurance planning and health insurance saving accounts.
Financial Planning for Physicians
In the medical profession, financial planning presents unique challenges and opportunities. Doctors have significant earning potential; however, your income streams can be complex, ranging from salaries to profit-sharing in group practices, and even ownership of private practices.
Your lengthy period of education and training delays substantial income, turning your retirement savings period shorter than most.
Despite the uncertainties that come with your profession, effective financial planning for you involves managing risks and capitalizing on opportunities, ultimately creating a resilient financial foundation for whatever your future may hold.
Does this sound like you?
New Attending – You have finished residency, making way more money than ever before, and have no one you feel you can talk to about your money?
Established Physician – Now that you are a high income owner, how do you navigate taxes? When should you buy a home? What is the best way to tackle your student loans? When should you buy a home?
Entrepreneurial Physician – You have the knowledge and experience. Is it time to start your own practice? What is the best way to incorporate? Which benefits do you provide to your employees? How do you establish a company retirement plan?
Veteran Medical Professional – You are ready to hang up the coat. How do you sell a practice? What do you want to do in retirement? Do you have enough money saved?
Small Business Financial Planning
Owning a small business brings unique financial opportunities and challenges. You want to increase your company's revenue, manage your personal finances, all while keeping your employees happy.
Our goal is to help you establish a sturdy financial foundation that covers both your personal and business interests. With our expertise, you can confidently steer through the unpredictable terrain of your financial future, regardless of the twists and turns along the way.
Does this sound like you?
You want to offer employee benefits. What benefits do you provide your employees? What retirement plan is best for your business?
Your growing business increases your net worth, but most of your wealth is tied directly to the business. How do you diversify your assets?
You are ready to sell your business but not sure where to start. What does succession look like? Who do you sell to? What do you want your legacy to be?
Our Commitment to Community
Houston Food Bank
Around 1 million people in the 18 southeast Texas counties served by Houston Food Bank are considered food insecure, meaning they lack consistent access to enough nutritious food to fuel a healthy life.
The Houston Food Bank distributes food and other essentials to those in need through a network of more than 1,600 community partners. In addition, they provide programs and services aimed at helping families achieve long-term stability including nutrition education, health management, and help in securing state-funded assistance.
Joe was a member of the Board of Directors for Houston Food Bank for 6 years. He has firsthand experience of the impact the Houston Food Bank makes in the citizens of Houston.
Disabled American Veterans
There are nearly 20 million veterans in the U.S. Each one has been affected by their service. DAV helps veterans of every generation address their challenges and achieve personal victories, great and small, to better thrive in civilian life.
World Central Kitchen
Food is essential to life every single day, all over the world—and it is more important than ever in a crisis.
The World Central Kitchen is first to the frontlines, providing fresh meals in response to humanitarian, climate, and community crises.
The World Central Kitchen was involved in making a big difference in Houston after Hurricane Harvey devastated the city.
Doctor Without Borders
Doctors Without Borders provides independent, impartial medical humanitarian assistance to the people who need it most.
Doctors Without Borders/Médecins Sans Frontières (MSF) cares for people affected by conflict, disease outbreaks, natural and human-made disasters, and exclusion from health care in more than 70 countries.
Financial Insights
Dec 2025
