OnePoint BFG Wealth Partners

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 onepointbfg.com #OnePointBFGWealthPartners #AscendBeyondWealth

@TheMasters is next week. Which means two things: pimento cheese sandwiches… and a reminder most people miss. It’s not about the shots you hit. It’s about the ones you don’t. Everyone out there is capable. Very few stay disciplined enough to matter on Sunday. No tricks. No shortcuts. No April Fools. That’s true in golf. And even more true in wealth. 🔗 hubs.la/Q047_qpJ0 Worth a few minutes before the first tee shot.

“How much is enough?” is rarely a math question for wealthy families. It’s a confidence question. Not: Can I retire? But: Can I retire without losing flexibility, control, or peace of mind? True retirement readiness isn’t defined by a number. It’s defined by resilience—across markets, health, and decades of change. At OnePoint BFG, we help families think about retirement as a system, not a date. Read the full article: hubs.la/Q048CHTL0

In high-net-worth divorce, the most contested issue is rarely the house. It is valuation. How do you divide assets that do not have a clear price? • privately held companies • venture investments • carried interest • real estate partnerships • deferred compensation Valuation disputes can reshape settlements and extend divorce proceedings significantly. We explore why this issue becomes the central financial battleground in wealthy divorces. 👉 Read our latest article on why asset valuation drives high-net-worth divorce disputes. hubs.la/Q048x_WL0

Introducing: In the Press 📰 At OnePoint BFG, perspective matters—especially in moments of uncertainty and change. Our team members and advisors are consistently called upon to contribute thoughtful, experience-driven insights to leading financial publications shaping the industry dialogue. We’re proud to see our team recognized across a range of timely topics: • Peter Boockvar — featured in Wealth Management discussing the evolving opportunity set in commodities and the broader implications of global energy dynamics 🔗 hubs.la/Q048yz6h0 • Brian Eder — featured in WSJ Buy Side outlining strategic ways business owners can deploy capital through lending to drive growth and long-term value creation 🔗 hubs.la/Q048yk270 • Scott Schwartz — featured in Financial Planning on helping clients navigate divorce with a focus on net financial outcomes over emotional decision-making 🔗 hubs.la/Q048yyMG0 • David Johnston — featured in MarketWatch contributing perspective on how investors should prepare for key financial shifts heading into 2026 🔗 hubs.la/Q048yCgr0 • Scott Schwartz — featured in The Daily Upside contributing to broader conversations around tax policy, inflation, and investor positioning in a changing environment 🔗 hubs.la/Q048yzB-0 • Andy Schwartz joined The Customer Wins Podcast with Rich Walker to share why pressure is a privilege—and how the best advisors turn it into better outcomes for clients 🔗hubs.la/Q048ywkB0

“Why does our spending keep increasing even though nothing has changed?” It’s one of the most common questions affluent families ask quietly. The risk isn’t extravagance. It’s unexamined permanence. We just published a new article on why lifestyle creep undermines long-term confidence and how thoughtful families restore clarity. 👉 Read our latest article. hubs.la/Q047DMp_0

The market rarely moves as one—and this year is a clear reminder. The gap between the best and worst performing sectors has stretched beyond 40%. Energy is climbing with oil and geopolitics, technology is facing new questions around AI, and defensive sectors are quietly doing their job in the background. This kind of divergence isn’t unusual. Leadership rotates, narratives shift, and what worked yesterday doesn’t always lead tomorrow. The real risk isn’t missing the next winner—it’s being too concentrated in the current one. We break this down further here: hubs.la/Q048423D0 #Markets #Investing #AssetAllocation

16 days, 13 hours… and 50 minutes until @TheMasters Tournament begins… but who’s counting? ⛳ Most people think Augusta is about brilliance. It’s not. It’s about avoiding mistakes, over and over, under pressure. Watch Scottie Scheffler at Augusta National Golf Club. No hero shots. No panic. Just disciplined decisions stacked over four days. Wealth works the same way. Not built on one great decision. More often lost by one unnecessary one. That’s Green Jacket Thinking. 🔗hubs.la/Q047Zfzb0

Most wealthy families think of risk in terms of markets. But some of the biggest financial turning points happen during life transitions. High-net-worth divorce can reshape wealth through asset division, tax consequences, and estate restructuring. It often reveals financial vulnerabilities that existed long before the marriage ended. We explore the lessons many affluent families learn too late. 👉 Read our latest article on the financial realities of high-net-worth divorce hubs.la/Q047bSMd0

Estate planning isn’t just about what happens after death. For many affluent families, the greatest risk shows up earlier during aging, partial decline, and informal caregiving. We just published a new article on why elder care has become a critical estate planning issue and how thoughtful families are addressing it. 👉 Read our latest article hubs.la/Q047Dzv_0

Markets are full of stories. Good investing starts with questions. In our latest What’s Your OnePoint? video, Portfolio Manager David Mandelbaum shares how his background as a lawyer shaped his approach to risk, assumptions, and helping clients make calmer, more informed investment decisions. One example he shares is how questioning the telehealth boom during COVID helped a client avoid a position that later fell more than 95%. Clarity matters. Watch the latest episode. hubs.la/Q047sdg90

Everyone in wealth management feels the pressure right now. Pressure to grow. Pressure to modernize. Pressure to adopt AI. Pressure to scale without losing what made the firm successful in the first place. That is exactly why this conversation with Andy Schwartz stood out. In this episode of The Customer Wins Podcast hosted by Rich Walker, Andy shares a perspective that is simple, powerful, and very hard to forget: “Pressure is a privilege.” It is a great line, but it is also a real leadership philosophy. A short video highlighting some of Andy’s key insights from the podcast is included below, along with a link to the full conversation. A smart, thoughtful listen for anyone thinking about leadership, growth, and the future of wealth management. ▶️hubs.la/Q047qHkn0 #WealthManagement #Leadership #FinancialServices #SuccessionPlanning #AI #ClientExperience #GrowthStrategy #Culture #TheCustomerWins

⏳ Starting in 1 hour: Our Q1 Live Market Update Join Andy Schwartz and Peter Boockvar for a live conversation on what’s happening in markets now—and what could shape the months ahead. 🚨 Last chance to register 🔗 hubs.la/Q046fkDm0 #MarketUpdate #Investing #WealthManagement

Tomorrow is the day! Our Q1 Live Market Update. Join Andy Schwartz and Peter Boockvar for a live discussion on current market dynamics and key themes they’re watching heading into Q2. 🚨There’s still time to register. 🔗 hubs.la/Q044sWzC0 #MarketUpdate #Investing #WealthManagement

Alternatives can enhance portfolios. They can also introduce operational strain if the infrastructure isn’t ready. At @Wealth__Edge 2026, our very own Alexis Miller will unpack the real challenges firms face when integrating alts — from workflows and reporting to risk oversight and client communication. Because success with alternatives isn’t just about access. It’s about execution. Join us June 9–11 in Boca Raton! Learn more: hubs.la/Q044340P0 #EDGE #WealthManagement #Alternatives #FinancialAdvisors #PracticeManagement

Advisors eventually face the same fear: “If I introduce help… will I lose the relationship?” In Episode 5 of The Advisor’s Compass, Andy Schwartz explains how he transitioned relationships inside a $2B+ personal book without breaking client trust. Co-hosts Chuck & Andy discuss: • Why ego — not strategy — is usually the bottleneck • The language that makes clients feel expanded service, not abandonment • How to train a lead advisor the right way • Why generational positioning protects firm valuation If your clients only trust you, your business may be more fragile than it looks. This episode is about building a firm that lasts. New episodes monthly. hubs.la/Q046pBdp0

Elder care is rarely a medical problem first. It’s a governance problem. For affluent families, the greatest risk isn’t lack of resources. It’s waiting too long to put structure around decision-making. We just published a new article on why elder care planning is becoming a critical part of modern wealth strategy. Read below ⤵️ hubs.la/Q046flw60

You’ve probably seen Peter Boockvar on CNBC discussing inflation, commodities, valuations, and the forces shaping global markets. Here at OnePoint BFG, Peter serves as our Chief Investment Officer, leading the firm’s global investment strategy, macroeconomic outlook, and asset allocation framework while chairing the Investment Committee overseeing portfolio construction and risk management across client accounts. Peter is known for his independent, valuation-driven approach and global macro insight, helping investors interpret economic, political, and geopolitical developments and what they mean for stocks, bonds, commodities, and currencies. His views blend macro and microeconomic market analysis with disciplined valuation, thoughtful diversification, and a focus on building resilient portfolios across market cycles. Peter was recently named to Markets Group’s 2026 Elite Private Wealth CIO List, recognizing leading investment leaders serving high-net-worth investors. 📄 View the CIO overview: hubs.la/Q046J9tr0 #WealthManagement #Investing #GlobalMarkets #AssetAllocation #MarketPerspective

That’s a wrap on @FutureProof_HQ Citywide! Three days with thousands of advisors, operators, and builders thinking about the same question: Where is wealth management actually going? A few themes kept surfacing. 🤖 AI is quickly becoming the operating system of the advisory firm. Not just for marketing or note-taking. The real shift is happening inside planning workflows, client communication, and operational infrastructure. ⚖️ Ethics and fiduciary responsibility are the guardrails. One panel highlighted the “implementation gap” in generative AI. Nearly 40% of outputs miss the goal. Tools are powerful, but advice businesses still carry a fiduciary standard. 📊 The best firms are planning-driven, not market-driven. When markets get noisy, planning keeps clients grounded. Goals outlast headlines. 🚨 Real-time intelligence is emerging. New tools can already monitor macro events like Fed moves and flag which clients might be impacted instantly. And perhaps the most interesting shift discussed this week: For years the industry asked “How much AUM do you manage?” The better question now is “How good are you at delivering advice?” That’s a future we’re excited about. Because great advice has always been the point.

When markets get noisy, headlines get dramatic fast. What matters more is having a clear point of view. Our CIO, @pboockvar, was recently featured in @wealth_mgmt, where he shared this practical take on the current environment: “By owning commodities, you are sort of hedging yourself against the current situation.” It’s a smart reminder that in volatile markets, strategy matters more than panic. At OnePoint BFG, we believe the best investment conversations start with planning, stay grounded in perspective, and never chase noise for the sake of noise. Proud to see Peter representing that point of view. 🔗hubs.la/Q046xKkk0 #WealthManagement #MarketInsights #Investing #Commodities #FinancialPlanning #OnePointBFG

Most advisory firms help you grow capital. Very few help you manage identity shifts. Business sale. Leadership pressure. Retirement transition. Family complexity. At a certain level of wealth, the greatest risk isn’t market volatility. It’s emotional misalignment during major decisions. That’s why OnePoint BFG clients have access to integrated executive life coaching — embedded within their advisory relationship. Not therapy. Not inspiration. Strategy. As Managing Partner, Michael Axelrod, shared: “Marlene has added tremendous value to my practice and to the clients we serve. She’s helped clients navigate major life decisions with more clarity and confidence, and in many cases has been a key part of helping them move forward during important transitions.” Most firms optimize portfolios. We optimize decision-makers. Learn more here hubs.la/Q046bxMm0