Why Choose OnePoint BFG for Wealth Management Services in Boise
You’ve worked hard to build your wealth, and you deserve a trusted partner who sees the whole picture. Our Boise wealth management team focuses on:
Personal relationships — A dedicated advisor who becomes your go-to for major financial decisions.
Holistic strategy — A tailored plan that connects investing, taxes, business, estate, and retirement planning.
Fee-based transparency — We act as fiduciaries and build a plan that grows with you, not for us.
Proactive insight — Our Boise financial advisors are constantly monitoring, adjusting, and communicating to help you feel confident in your investments.
The OnePoint Approach: The Plan That Grows With You
Discovery & Alignment – We begin by figuring out what matters most to you and what you’re building toward.
Comprehensive Planning – Using that foundation, we craft a forward-looking financial blueprint. It includes retirement, legacy, business exits (if applicable), tax strategy, risk management, and more.
Tailored Portfolio Management – Your investments are built to align with your goals, risk tolerance, and timeframe. We emphasize diversification, cost-efficiency, and alignment with your overarching plan.
Integrated Advisory Team – Your primary advisor acts as the hub. Behind the scenes, you’ll have access to specialists—tax strategists, estate planners, and business-succession experts—who coordinate to keep your plan cohesive.
Ongoing Review & Evolution – Your life will change—and so should your plan. We meet regularly, revisit your goals, update your assumptions, and act ahead of market or tax shifts to keep your strategy fresh and aligned.
Core Wealth Management Services
Here are some of the key areas we specialize in for clients in Boise and across Idaho:
Retirement & Distribution Planning
From shaping your “income-for-life” strategy to optimizing Social Security, Medicare, and tax-efficient withdrawals, we help you craft a retirement you control and enjoy here in Idaho.
Tax Strategy & Efficiency
We collaborate with your Boise-area tax team (or help connect you to one) and plan for tax minimization through smart asset-location, tax-loss harvesting, Roth conversion analysis, and coordinated business/tax planning.
Estate & Legacy Planning
Passing wealth is about more than money—it’s about values. We help structure trusts, coordinate with local Idaho legal advisors, craft multi-generational strategies, and develop gifting and philanthropic plans that reflect what matters to you.
Risk & Insurance Analysis
Protecting your wealth means protecting you and what you’ve built. We look at life insurance, disability, long-term care, business risk, and asset-protection strategies so the unexpected doesn’t derail your plan.
Business Owner & Executive Planning
If you’re a Boise entrepreneur or executive, you face unique issues—equity strategy, stock concentration, deferred compensation, and succession planning. We integrate your business and personal finances so one supports the other.
Education & Philanthropic Planning
Planning for education costs, helping the next generation, or structuring charitable giving—all of these fit into your broader goals. We help you add flexibility and purpose so future decisions align with today’s values.
Who We Serve
We’re built for high-achieving individuals who aren’t simply looking for “investment advice,” but for a full-service partnership. We work with:
- Public company executives
- Private company executives
- Entrepreneurs
- Pre-retirees and retirees in Boise and across Idaho
We thrive when helping you navigate complexity, protect your legacy, and distill financial decisions into confident action.
What Makes OnePoint Different
One trusted relationship: We guide you through every life stage—from your high-growth years to wealth preservation and legacy transfer.
Team-powered expertise: You’ll access tax, estate, and business-transitions specialists without juggling multiple firms.
Values-first planning: We’re not just here to talk about your money — we’re here to talk about your life. We’ll have initial conversations based on how you want your money to work for you.
Transparent, aligned pricing: Our fee-based model aligns with your growth, not product sales.
Future-focused: We build strategies that adjust as your life and goals evolve—not a static plan that sits on the shelf.
Frequently Asked Questions About Wealth Management in Boise
Wealth Management in Boise, Idaho
At OnePoint BFG Wealth Partners in Boise, wealth management isn’t just about portfolios; it’s about your life, your goals, and your legacy. We partner with driven professionals and business owners across Idaho to build a financial roadmap that evolves with you, giving you confidence every step of the way.
Why Choose OnePoint BFG for Wealth Management Services in Boise
You’ve worked hard to build your wealth, and you deserve a trusted partner who sees the whole picture. Our Boise wealth management team focuses on:
Personal relationships — A dedicated advisor who becomes your go-to for major financial decisions.
Holistic strategy — A tailored plan that connects investing, taxes, business, estate, and retirement planning.
Fee-based transparency — We act as fiduciaries and build a plan that grows with you, not for us.
Proactive insight — Our Boise financial advisors are constantly monitoring, adjusting, and communicating to help you feel confident in your investments.
The OnePoint Approach: The Plan That Grows With You
Discovery & Alignment – We begin by figuring out what matters most to you and what you’re building toward.
Comprehensive Planning – Using that foundation, we craft a forward-looking financial blueprint. It includes retirement, legacy, business exits (if applicable), tax strategy, risk management, and more.
Tailored Portfolio Management – Your investments are built to align with your goals, risk tolerance, and timeframe. We emphasize diversification, cost-efficiency, and alignment with your overarching plan.
Integrated Advisory Team – Your primary advisor acts as the hub. Behind the scenes, you’ll have access to specialists—tax strategists, estate planners, and business-succession experts—who coordinate to keep your plan cohesive.
Ongoing Review & Evolution – Your life will change—and so should your plan. We meet regularly, revisit your goals, update your assumptions, and act ahead of market or tax shifts to keep your strategy fresh and aligned.
Core Wealth Management Services
Here are some of the key areas we specialize in for clients in Boise and across Idaho:
Retirement & Distribution Planning
From shaping your “income-for-life” strategy to optimizing Social Security, Medicare, and tax-efficient withdrawals, we help you craft a retirement you control and enjoy here in Idaho.
Tax Strategy & Efficiency
We collaborate with your Boise-area tax team (or help connect you to one) and plan for tax minimization through smart asset-location, tax-loss harvesting, Roth conversion analysis, and coordinated business/tax planning.
Estate & Legacy Planning
Passing wealth is about more than money—it’s about values. We help structure trusts, coordinate with local Idaho legal advisors, craft multi-generational strategies, and develop gifting and philanthropic plans that reflect what matters to you.
Risk & Insurance Analysis
Protecting your wealth means protecting you and what you’ve built. We look at life insurance, disability, long-term care, business risk, and asset-protection strategies so the unexpected doesn’t derail your plan.
Business Owner & Executive Planning
If you’re a Boise entrepreneur or executive, you face unique issues—equity strategy, stock concentration, deferred compensation, and succession planning. We integrate your business and personal finances so one supports the other.
Education & Philanthropic Planning
Planning for education costs, helping the next generation, or structuring charitable giving—all of these fit into your broader goals. We help you add flexibility and purpose so future decisions align with today’s values.
Who We Serve
We’re built for high-achieving individuals who aren’t simply looking for “investment advice,” but for a full-service partnership. We work with:
We thrive when helping you navigate complexity, protect your legacy, and distill financial decisions into confident action.
What Makes OnePoint Different
One trusted relationship: We guide you through every life stage—from your high-growth years to wealth preservation and legacy transfer.
Team-powered expertise: You’ll access tax, estate, and business-transitions specialists without juggling multiple firms.
Values-first planning: We’re not just here to talk about your money — we’re here to talk about your life. We’ll have initial conversations based on how you want your money to work for you.
Transparent, aligned pricing: Our fee-based model aligns with your growth, not product sales.
Future-focused: We build strategies that adjust as your life and goals evolve—not a static plan that sits on the shelf.
Frequently Asked Questions About Wealth Management in Boise
A wealth management firm helps you manage every part of your financial life—not just investments. That includes retirement planning, tax strategy, estate planning, insurance, and more. Think of it as having a Boise financial team that keeps all the moving parts working together toward your goals.
Financial planning creates a roadmap—budgeting, setting goals, and planning for milestones. Wealth management includes that, but it goes deeper by managing your investments, taxes, and estate needs under one coordinated strategy.
Wealth management isn’t just for the ultra-wealthy. It’s ideal for professionals, business owners, and families in Boise who want to make smarter, more strategic financial decisions and simplify their financial lives.
We operate on a transparent, fee-based model. Our compensation is tied to the services we provide—not commissions on products. You’ll always know what you’re paying and why.
We believe investing should serve your goals—not the other way around. Our approach focuses on diversification, cost efficiency, and long-term discipline, not speculation.
Yes. Collaboration is one of our biggest strengths. We regularly work with clients’ accountants, attorneys, and consultants in Boise and across Idaho to ensure every piece of your plan fits together seamlessly.
We typically meet once or twice a year for a full review, but are always available when life changes—job transitions, business growth, inheritance, or new goals.
No. We partner with independent, third-party custodians for security. You maintain full access and control while we manage and monitor your investments.
We’ll schedule a complimentary consultation to learn about your goals, challenges, and priorities. From there, we’ll outline how our Boise wealth management team can help.
Our process is deeply personal and proactive. You’ll have one dedicated advisor backed by a team of specialists—covering investments, tax strategy, business planning, and estate coordination. We focus on clarity, simplicity, and confidence—so you always know where you stand.
Investment advisory and financial planning services offered through Bleakley Financial Group, LLC, an SEC registered investment adviser, doing business as OnePoint BFG Wealth Partners (herein referred to as “OnePoint BFG”).
The information contained herein is provided for informational and discussion purposes only and is not, and may not be relied on, in any manner, as legal, tax, accounting or regulatory advice nor does this constitute an offer to sell or a solicitation of an offer to buy any securities and may not be used or relied upon in connection with any offer or sale of securities. The information, as set forth herein, should not be construed or interpreted as OnePoint BFG’s guarantee of any particular investment outcome or a guarantee of future investment returns or results.