OnePoint BFG Wealth Partners

Investment advisory & financial planning services offered through Bleakley Financial Group, LLC, an SEC registered investment adviser, dba OnePoint BFG Wealth P

[OnePoint BFG Wealth Partners @onepointbfg]

We’ve always believed that great advice starts with great partnerships.

Today, that belief takes on a new name—and a bold new look.

After more than 40 years as Bleakley Financial Group, we’re proud to reintroduce ourselves as OnePoint BFG Wealth Partners.

This evolution reflects the way we’ve grown—as a team, as a firm, and as trusted partners to the families and businesses we serve.

🎥 Hear from our CEO, Andy Schwartz, CFP®, as he shares the story behind the name and the vision guiding our next chapter.

Learn more at https://t.co/YVZy33uXFG

#OnePointBFGWealthPartners #AscendBeyondWealth

[OnePoint BFG Wealth Partners @onepointbfg]

A client email on a Saturday isn’t an interruption. It’s a signal.

It means something matters enough for them to reach out.

At OnePoint BFG, we don’t believe in “out of office” when it comes to our clients.

Because the goal isn’t just responsiveness.
It’s peace of mind.

If someone is thinking about a concern all weekend,
we’ve waited too long.

Our clients deserve better than that.
And we’re the lucky ones to have them.

https://t.co/EgpA7Y8ofb

[OnePoint BFG Wealth Partners @onepointbfg]

The second half of 2025 starts in less than four weeks.

Before it does, our CEO Andy Schwartz and CIO Peter Boockvar are sitting down together to talk about where markets stand right now and what they're watching as we move from Q2 into Q3.

Live webinar. June 17. 11am ET. Open to all.

Register here: Webinar Registration - Zoom (https://t.co/wDTpV6ZqgS)

[OnePoint BFG Wealth Partners @onepointbfg]

Many affluent families spend years building wealth.

Far fewer spend time coordinating it.

Investment management is only one piece of the puzzle. Long-term success often depends on how well tax planning, estate strategy, legacy planning, and multigenerational wealth planning work together.

Our latest article explores what comprehensive financial planning for high-net-worth families looks like today and why coordination matters more than ever.

👉 Read the full article: https://t.co/NyDNLnpHX8

[OnePoint BFG Wealth Partners @onepointbfg]

Preserving generational wealth in 2026 involves much more than investment performance.

Wealthy families are increasingly focused on:
• communication
• governance
• preparing heirs
• simplifying complexity
• long-term family alignment

Because the biggest risks to generational wealth are often human, not financial.

We explore how affluent families are evolving their approach to wealth preservation in our latest article.

👉 Read more. https://t.co/PimtthY78W

[OnePoint BFG Wealth Partners @onepointbfg]

Most people think wealth management is about investments.

But for affluent families, the real complexity often involves:
• taxes
• estate planning
• liquidity events
• family dynamics
• long-term coordination

Investment management is only one piece of the picture.

We explore what a modern wealth management firm actually does and why the role has evolved far beyond portfolio management alone.

👉 Read our latest article. https://t.co/DRLh3uAOj3

[OnePoint BFG Wealth Partners @onepointbfg]

Next week, our own Alexis Miller takes the stage at @wealth_mgmt EDGE in Boca Raton.

The panel will be breaking down the private markets access conversation — what the options actually look like for clients today, and how advisors should be thinking about them.

Tuesday, June 9 | 10:55 – 11:35 AM ET
Wealth Management EDGE 2026 | Boca Raton, FL

Worth a seat if you're headed to the conference.

More details here: https://t.co/gwsgx23W4i

[OnePoint BFG Wealth Partners @onepointbfg]

Build the firm we'd want to partner with as clients. Build the firm we'd want to join as advisors.

Proud to be recognized as finalists in the 2026 @wealth_mgmt Industry Awards:

🏆 CEO of the Year (AUM Under $25B) — Andy Schwartz
🏆 Chief Operations Officer of the Year — Vince Nauheimer
🏆 Client Initiatives — Integrated Wealth Experience

Recognition isn't the goal—but it's meaningful when the industry's leading awards program recognizes the work of an exceptional team.

See you in September.

#Wealthies #WealthManagement #RIA #Leadership #OnePointBFG

The Wealth Management Industry Awards was developed by informa. Informa does not receive a fee from OnePoint BFG Wealth Partners in exchange for these awards. Finalists and winners are determined by a panel of independent judges.

[Morning Call @CNBCMorningCall]

.@pboockvar of @onepointbfg and @HenriettaVeda discuss Iran tensions, inflation risks, higher energy prices and ongoing volatility across global commodity markets.

$WTI $USO $XLE $CVX $XOM $OXY $GLD

https://t.co/UJszlvitBF

[OnePoint BFG Wealth Partners @onepointbfg]

A strong month for stocks, and a more complicated picture underneath it.

Peter Boockvar (@pboockvar) on the reach of the AI buildout, an economy moving at two speeds, and why a long-term horizon remains an investor's best friend: https://t.co/4ST9G7xHwt

[OnePoint BFG Wealth Partners @onepointbfg]

At some point, the goal shifts.

It’s no longer about saving more.
It’s about aligning your money with the time you have left.

Because the real question isn’t “How much can I accumulate?”
It’s “What do I actually need… for the life I want to live?”

At OnePoint BFG, we help clients answer two things:
How much time do I likely have?
And how much money do I need to live well through it?

Once you have that clarity, everything changes.
Because the objective isn’t to end with the most.

It’s to make the most of what you have.

https://t.co/6sk865RnVx

[OnePoint BFG Wealth Partners @onepointbfg]

Your financial advisor should feel like a trusted friend, one who also happens to be exceptional at their job.

Not someone you dread calling. Not someone who talks at you in jargon and sends you home with a glossy folder. Someone who asks the right questions, listens, and is there when it matters.

At the level of wealth where the stakes are real, trust isn't a nice-to-have. It's everything.

In our most recent Annual Client Survey, one client said they consider their advisor a true professional and a genuine friend. Easy to reach, always available, and trustworthy with a lifetime of savings.

That's the bar. We think it should be standard.

https://t.co/4rdPwMnIJY

#PlanningClarity #WealthPlanning #TrustedAdvisor #OnePointBFG

[OnePoint BFG Wealth Partners @onepointbfg]

"I get that you don't need anything right now. But if you did, what would you want?"

That one question from Pamela D. Wilson stopped a room full of people.

Most families never have that conversation until a crisis forces it. Pamela's message was simple: don't wait for the moment. Be the squeaky wheel. Keep bringing it up gently, consistently, until your parents actually want to engage.

Because what aging parents want more than anything isn't a plan. It's a choice.

We were grateful to have Pamela join us at An Evening of Elegance on May 19. Her work on caregiving and aging preparedness is the kind of thing every family needs to hear before they need it.

See more from the event here: https://t.co/VJxnTmmHZV

#CaregiversSupport #AgingParents #FamilyWealth #OnePointBFG

[OnePoint BFG Wealth Partners @onepointbfg]

China is offering AI models to global buyers at 75% off what U.S. companies charge.

That's not a rumor. That's the competition.

@pboockvar's argument is that no one in the AI trade is seriously asking what happens after the buildout. Once the infrastructure is in place, how does U.S. technology compete on price per token with Chinese alternatives? For a bootstrapped company in the UK, Singapore, or South Korea shopping for an LLM, the answer may be pretty simple math.

This doesn't blow up the trade tomorrow. But it plays out over time, and right now the market isn't pricing it in.

Peter breaks it down on On The Tape with Danny Moses.

[OnePoint BFG Wealth Partners @onepointbfg]

Many affluent families are financially complex.

But not necessarily financially organized.

The difference often becomes visible only during:
• a medical emergency
• a death in the family
• a business transition
• a liquidity event

Accounts, documents, and advisors alone do not create coordination.

We explore why true financial organization is about clarity, continuity, and preparedness.

👉 Read our latest article. https://t.co/7mHKF9TmDR

[OnePoint BFG Wealth Partners @onepointbfg]

The real responsibility isn’t managing portfolios. It’s earning trust.

Our clients have endless options.

The fact that they choose us to care for their wealth, their families, and their future… that’s not something we take lightly.

At OnePoint BFG, that level of trust comes with a clear understanding:
This isn’t a 9-to-5 role.
It’s an all-in commitment.

Because when someone places their confidence in you,
you show up accordingly.

https://t.co/B7HKIXUh3c

[OnePoint BFG Wealth Partners @onepointbfg]

Housing represents 15 to 18% of the U.S. economy, top to bottom. Builders, contractors, brokers, material suppliers, all of it.

And right now, transaction volume is at 30-year lows.

@pboockvar's point is straightforward: when a house doesn't turn over, none of that activity happens. No paint. No floors. No renovation. Home Depot has been saying it for quarters.

That part of the economy isn't slowing. It's already in recession.

Peter breaks it down on On The Tape with Danny Moses.

[OnePoint BFG Wealth Partners @onepointbfg]

As we approach America’s 250th birthday, it’s a moment to reflect on the stories that shape our families and, ultimately, our sense of legacy.

From our Head of Marketing, @MollyMcMktg:
“I sometimes ask my dad, now 78, about his father, who passed away when I was a baby.

My grandfather, Frederick Koernke, immigrated to the United States from Germany with his wife just before World War II. Not long after arriving, he was drafted. He initially served as a Mess Sergeant before being reassigned as a translator once his fluency in German was recognized.

In that role, he translated for captured German soldiers, placing him in a uniquely complex and deeply human position during the war.

He returned home safely, but like many of his generation, he rarely spoke about his service when asked.”

Some legacies are built through words. Others are carried quietly through actions, sacrifice, and character.

As we reflect on the past 250 years, it is worth remembering that not all legacies are visible, but they shape us just the same.

[OnePoint BFG Wealth Partners @onepointbfg]

Our CIO @pboockvar was on CNBC's Morning Call with a clear view on inflation: even if the Iran conflict gets resolved, the inflation story doesn't go away.

Peter's reasoning: the AI infrastructure build-out alone could keep growth strong and prices sticky. Layer on top of that a global scramble to rebuild strategic reserves across crude oil and a broad range of commodities, and supply chains that won't normalize quickly enough to keep up. The result is a commodity bull market that is going to complicate the picture for whoever takes over at the Fed.

His takeaway: commodities and commodity stocks have a bid for the next one to two years, and that is not a backdrop where inflation quietly fades.

Watch the full clip below.
https://t.co/8o9SQNTeGf

#markets #inflation #commodities #investing #CNBC #wealthmanagement

[OnePoint BFG Wealth Partners @onepointbfg]

Most successful families work with a CPA, an attorney, and an insurance specialist. Each one is excellent at their job.

But without a financial advisor coordinating the full picture, decisions get made in isolation. Tax decisions miss investment context. Estate structures drift from current allocations. No one is connecting the dots.

The families who manage wealth well are not the ones with the most specialists. They are the ones with a financial advisor who makes sure it all works together.

↪️ https://t.co/wbyLUTK4nO

[OnePoint BFG Wealth Partners @onepointbfg]

We know we’re doing our job right when the call has nothing to do with markets.

It’s about a decision. A life moment. A question that matters.

Like the client who called about whether to invest in their son’s medical practice.
That call means everything.

It means we’re not just managing assets.
We’re a trusted first call.
At OnePoint BFG, that’s the goal.

Not to be your stockbroker.
To be the person you call before you make the decision.

And if we don’t have the answer, we have the right experts who do.

Because real advice doesn’t stop at your portfolio.

https://t.co/OoD5IaCGxp