Ascend Beyond Wealth

Jack is a Managing Partner and Wealth Management Advisor with OnePoint BFG Wealth Partners. He is a Certified Public Accountant (CPA®) and Chartered Life Underwriter (CLU®) with 40 years of experience helping clients achieve their financial goals. Jack specializes in working with a diverse clientele, providing personalized financial blueprints to help ensure long-term financial freedom. His approach emphasizes setting proactive goals and making informed financial decisions that significantly impact future financial stability. Jack has an unwavering commitment to helping his clients succeed and aims to reduce the financial stresses of saving for college education and retirement.

Over the years, Jack has been recognized for his commitment to clients in numerous publications. He has consistently been recognized as a Best-in-State Wealth Advisor by Forbes (2019-2024), a Top 1,200 Advisor by Barron’s (2020, 2022, & 2024), and a Financial Times Top 400 Financial Advisor (2019).

Jack holds a Bachelor of Science in Accounting from Stonehill College, which he continues to support, and he is an active alum of Delbarton School, where he serves on their Board of Regents. In addition, Jack is highly active in the community, supporting multiple causes. He is a Board of Trustees member for the Center for Great Expectations, a women’s shelter in Somerset, New Jersey. Jack also regularly supports the Interfaith Food Pantry in Morris County, the Tunnels to Towers Foundation, the Knights of Columbus, the Friendly Sons of St. Patrick (Morris County), and Wreaths Across America. Outside of work, Jack is passionate about community service and enjoys contributing to initiatives that support and uplift individuals in need.

Award Disclosures

The Forbes Best-In-State Wealth Advisor ranking, developed by SHOOK Research, is based on in-person and telephone due diligence meetings and a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK Research receives a fee in exchange for rankings. Barron's Top 1,200 Advisor award is based on assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work. Financial Times Top 400 Financial Advisor awarded to financial advisors advising at least $75 million in defined contribution (DC) plan assets where DC plans represent at least 20% of total AUM. Graded on several criteria, including growth in DC plans and assets, plan participation rates, experience and industry certifications, and compliance record.

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