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

.@pboockvar of @onepointbfg says stretched AI valuations, inflation risks and rising bond yields could pressure stocks, while commodities and consumer staples offer more attractive opportunities. $NVDA $AVGO $XLP $KHC $KMB $NESTLE $XLE $GLD $TLT cnbc.com/video/2026/06/10/bo…

AI is changing every wealth management firm. Portfolio management is becoming more automated. Information is becoming more accessible. Client expectations are evolving quickly. But the role of the wealth management advisor may actually become more important. Because as technology handles more data, affluent families still need: • judgment • coordination • communication • long-term guidance We explore how AI is reshaping the future of wealth management and what that means for investors. 👉 Read our latest article. hubs.la/Q04knzl-0

Most advisors can answer your questions. Few become the person you call first. There's a meaningful difference between someone who manages your money and someone who actually understands your full financial life, taxes, estate, the whole picture. One of them you keep on retainer. The other one you trust. In our most recent Annual Client Survey, a client told us their advisor is the first call for any issue, and usually the last. That they've never encountered a question he couldn't answer. And that after years of working together, they consider him a true friend. That's the kind of relationship we're building here. #WealthManagement #EstatePlanning #OnePointBFG #TaxPlanning The testimonials provided herein may not be representative of the experience of other clients and should not be considered a guarantee of future performance or results. The individuals offering testimonials were not compensated in any manner for their statements. To the Firm's knowledge, no material conflicts of interest exist with respect to these testimonials.

Most families spend years building wealth. Far fewer spend time preparing the next generation to steward it. Successful wealth transfer is rarely just about trusts, taxes, or investment performance. It often comes down to communication, preparation, and a shared understanding of what the wealth is meant to accomplish. Our latest article explores why multigenerational wealth planning has become one of the most important aspects of financial planning for high-net-worth families. 👉 Read the full article: hubs.la/Q04kpm8q0

“How much do I need to retire?” For affluent families, the answer is often far more complicated than a single number. Retirement planning increasingly involves: • taxes • lifestyle sustainability • concentrated wealth • family dynamics • long-term flexibility We explore 7 retirement planning mistakes affluent families commonly make and why personalized wealth management matters more than ever. 👉 Read our latest article. hubs.la/Q04jBs9K0

The biggest limitation of traditional tax-loss harvesting? Success. The longer a portfolio grows, the fewer losses there are to harvest. So, what happens when the losses run out? In this clip from episode 8 of The Advisor's Compass podcast, Andy Schwartz breaks down why firms like AQR and others are using long-short SMAs to create a different tax-management experience for qualified investors. It's one of the most interesting conversations happening in wealth management right now. Watch below. #FinancialAdvisor #TaxStrategy #TaxLossHarvesting #DirectIndexing #WealthManagement #AdvisorGrowth

A son visits his father. The stepmother says she's putting him in a nursing home in two weeks. The son tries to intervene. Contacts the facility. Raises concerns about the quality of care. Then the stepmother tells the nursing home he can't visit anymore — and can't receive any information about his own father. And legally? She was right. Because his father had named her power of attorney. And the son had no idea. Pamela D. Wilson told this story at our An Evening of Elegance event. It's uncomfortable. It's also more common than most families want to believe. The hardest part isn't fixing it after it happens. The hardest part is that it didn't have to happen at all — if the family had one honest conversation about those documents before the crisis. Not comfortable. But necessary. Learn more: hubs.la/Q04kp3BK0 #ElderCare #EstatePlanning #PowerOfAttorney #FamilyPlanning #AgingParents #LegacyPlanning

Most people wait until something goes wrong to talk to their parents about aging. Pamela D. Wilson's advice: start now, even when they say they don't need anything. Especially then. She calls it being the squeaky wheel. Not pushy. Not alarmist. Just consistent. "I know you're fine right now, but if something changed, what would you want?" keeps the door open without forcing it. Pamela joined us at An Evening of Elegance on May 19 to share the kind of wisdom that changes how families actually show up for each other. Watch the clip below. More details here: hubs.la/Q04kp9VW0

One week from today, Andy Schwartz and Peter Boockvar go live. They'll share their read on current market conditions and the themes they're tracking as Q3 gets underway. No slides full of disclaimers. Just two people who think about this every day, talking through what they're seeing. June 17. 11am ET. Open to all. Register here: hubs.la/Q04kmYyn0

This morning at @wealth_mgmt EDGE 2026 in Boca Raton, Alexis Miller joined a panel on one of the most pressing conversations in wealth management: how advisors and clients actually access private markets. Alexis shared how OnePoint BFG approaches it in practice: "When I joined the firm three years ago, alternative investments were new for us. We built a framework for advisors and clients based on target allocation needs. Everything we do is custom. The investment mix looks different for every client." As private markets move from niche allocation to strategic consideration, that kind of intentional, client-specific approach matters more than ever. Proud of Alexis for representing OnePoint BFG on this stage. 👏👏 #WealthManagementEDGE #PrivateMarkets #AlternativeInvestments #WealthManagement #OnePointBFG #WMEDGE #EDGE This event was sponsored by Wealth Management EDGE. Alexis Miller was not compensated by Wealth Management EDGE for attending as a panelist at this event. The opinions expressed by Alexis Miller are her own personal views and experiences as an Investment Advisor Representative.

Organized. Confident. Clear on what comes next. For a lot of people managing complex financial lives, that feeling is frustratingly out of reach. Not because the wealth isn't there, but because nobody has ever built a plan that actually reflects how complicated things have become. Multiple income streams. Business interests. Family dynamics. Tax exposure. Estate considerations. It compounds fast. In our most recent Annual Client Survey, clients told us that's exactly what changed. They finally felt organized and confident about the decisions ahead. That clarity is available. It just takes the right conversation to get there. Learn more: hubs.la/Q04h3lcB0 #PlanningClarity #WealthPlanning #OnePointBFG #FinancialConfidence The testimonials provided herein may not be representative of the experience of other clients and should not be considered a guarantee of future performance or results. The individuals offering testimonials were not compensated in any manner for their statements. To the Firm’s knowledge, no material conflicts of interest exist with respect to these testimonials.

As we approach America’s 250th birthday, it’s a moment to reflect on the people whose actions define what service truly means. From our Associate Wealth Advisor, Amara DelSerro: “My uncle, a Gunnery Sergeant in the U.S. Marines, was severely burned while protecting others during a training accident. His life taught me that service does not end with a title. It is lived through a daily responsibility to others. Carrying forward his legacy is how I serve my clients and my country.” Legacy is not just what we inherit. It is how we choose to show up for others, every single day. As we reflect on the past 250 years, that commitment to service continues to define what matters most.

We're packing our bags for Boca. 🌴 Wealth Management EDGE kicks off tomorrow and we're showing up ready... ready for the conversations, the connections, and yes, the sunshine. And on Tuesday, Alexis Miller takes the stage for a session we think is worth your time: Accessing the Private Markets: Reviewing Options for Access. She'll walk through what private markets access actually looks like for clients right now and how advisors should be approaching it. 📍Tuesday, June 9 | 10:55 – 11:35 AM ET Find us June 9 – 11 in Boca Raton, FL. Say hello. hubs.la/Q04knykd0 #WMEdge2026 #WealthManagementEDGE #OnePointBFG This event was sponsored by Wealth Management EDGE. Alexis Miller was not compensated by Wealth Management EDGE for attending as a panelist at this event. The opinions expressed by Alexis Miller are his own personal views and experiences as an Investment Advisor Representative.

"It's really hard to be an accountant today." When wealthy clients are writing six-figure quarterly tax checks, you're often the messenger delivering bad news. But what if you could bring them a solution instead? In this clip from episode 8 of The Advisor's Compass podcast, Andy Schwartz explains why sophisticated tax strategies can create a completely different conversation between advisors, CPAs, and high-net-worth clients. Because everyone likes to be the hero. Watch the full discussion here: hubs.ly/Q04jXsTy0 #CPA #TaxLossHarvesting #FinancialAdvisor #WealthManagement #TaxStrategy

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. hubs.la/Q04hlXQ-0

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 (hubs.la/Q04kmNB30)

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: hubs.la/Q04kc_8g0

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. hubs.la/Q04jRd9N0

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. hubs.la/Q04jzbZk0

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: hubs.la/Q04k7fqm0