Business Details
41 Years
experience
Your Trusted Partner for Comprehensive Wealth Management
At OnePoint BFG Wealth Partners, we are dedicated to building lifelong financial relationships that transcend traditional wealth management. Our approach centers on understanding each client's unique goals, values, and life aspirations to deliver personalized financial strategies. With a legacy of over 40 years in the industry and $12 billion in advisory assets, our team of award-winning advisors combines deep expertise with a commitment to fiduciary responsibility. We specialize in comprehensive wealth planning, including investment management, tax optimization, estate strategies, and multigenerational legacy planning.Our client-first philosophy ensures that every decision is guided by your best interests, supported by a collaborative team of certified professionals. Recognized by Forbes, Barron's, and InvestmentNews, we maintain rigorous compliance standards as an SEC-registered investment adviser. By integrating advanced financial tools with personalized service, we empower clients to navigate complex financial landscapes with confidence. Our dedication to continuous innovation ensures that your financial plan evolves alongside your life, providing clarity and security for generations.
Services
Wealth Management
Financial Planning
Estate Planning
Investment Advisory
Tax Optimization
Retirement Planning
Business Succession Planning
Multigenerational Wealth Transfer
Risk Management
Portfolio Management
Details
- Year established: 1985
Highlights and features
- We maintain a 96% client satisfaction rate based on recent surveys
- Our team includes 11 Forbes/Barron's-ranked advisors with specialized expertise
- We manage over $12 billion in advisory assets for discerning clients
- Our fiduciary commitment ensures decisions always prioritize client interests
- We combine 40 years of industry experience with innovative financial solutions
Associations and certifications
- SEC registered investment adviser
What people say
Personalized approach
Expert financial guidance
Lifelong relationships
Award-winning advisors
Comprehensive planning
Services
Wealth Management
Our comprehensive wealth management solutions combine personalized financial planning with sophisticated investment strategies. We create customized portfolios aligned with your specific goals, risk tolerance, and time horizon while maintaining rigorous compliance standards. Our team of certified professionals provides ongoing portfolio monitoring and rebalancing to ensure optimal performance. With over $12 billion in advisory assets, we leverage institutional-grade resources while maintaining a client-focused approach that prioritizes long-term relationships over transactional interactions.
Estate Planning
Our estate planning specialists develop customized strategies to preserve and transfer wealth across generations. We coordinate with legal and tax professionals to implement effective trusts, gifting strategies, and succession plans tailored to your family's unique circumstances. Our approach ensures efficient wealth transfer while minimizing tax liabilities and maintaining compliance with evolving regulations. We focus on creating lasting legacies that reflect your values and philanthropic goals.
Business Succession Planning
We help business owners navigate complex succession challenges through customized exit strategies and ownership transition plans. Our specialists address liquidity needs, tax implications, and leadership development while maintaining business continuity. We coordinate with CPAs and attorneys to ensure seamless transitions that protect both business interests and personal wealth. Our approach balances financial objectives with emotional considerations inherent in family business transitions.
Tax Optimization
Our tax optimization services focus on minimizing liabilities through strategic planning and coordinated implementation. We analyze current tax positions, identify reduction opportunities, and integrate planning with overall wealth management strategies. Our team stays current with regulatory changes to ensure compliance while maximizing after-tax returns. We work closely with external tax professionals to provide comprehensive solutions aligned with your financial objectives.
Retirement Planning
We develop personalized retirement plans that ensure financial security while maintaining lifestyle preferences. Our specialists analyze cash flow needs, optimize Social Security benefits, and create sustainable withdrawal strategies. We incorporate longevity considerations and healthcare planning into comprehensive retirement frameworks. Our approach balances growth objectives with capital preservation to ensure financial independence throughout retirement years.
People
Michael Axelrod
Managing Partner, Wealth Management Advisor
With over 25 years of experience, Michael Axelrod specializes in serving high-net-worth families. Recognized by Barron's and Forbes, he focuses on creating personalized financial strategies that align with clients' values and life goals. He holds a degree from the University of Wisconsin-Madison and actively mentors future financial professionals.
Jack D. Cooney Jr.
Managing Partner, Wealth Management Advisor
A Certified Public Accountant and Chartered Life Underwriter with 40 years of experience, Jack Cooney provides comprehensive financial planning services. Recognized by Forbes and Barron's, he specializes in helping clients achieve long-term financial freedom while maintaining a strong commitment to community service.
Peter Boockvar
Chief Investment Officer
Peter Boockvar leads investment strategy and global market analysis. With extensive experience in macroeconomic research, he previously served as Chief Market Analyst for the Lindsey Group. His insights are regularly featured on CNBC and in major financial publications.
David W. Johnston
Partner, Wealth Management Advisor
A CERTIFIED FINANCIAL PLANNER, David Johnston specializes in comprehensive wealth management solutions. With over 25 years of experience, he focuses on risk management, diversified investment strategies, and efficient wealth transfer. He serves as an adjunct professor at The College of New Jersey.
Stephen C. Goldenring
Partner, Wealth Management Advisor
With over 35 years in financial services, Stephen Goldenring holds Chartered Life Underwriter and Chartered Financial Consultant designations. He focuses on creating personalized financial strategies for high-net-worth individuals and families, emphasizing long-term relationship building.
Questions
What sets OnePoint BFG apart from other wealth management firms?
Our unique client-centric model combines personalized relationship management with institutional-level resources, supported by a team of award-winning advisors with specialized expertise.
What types of clients do you specialize in working with?
We focus on high-net-worth individuals, business owners, corporate executives, and multigenerational families requiring sophisticated wealth management solutions.
How does your financial planning process work?
We begin with comprehensive goal assessment, then develop customized strategies integrating investment management, tax optimization, and estate planning tailored to your specific needs.
Are you legally required to act in my best interest?
Yes, as an SEC-registered investment adviser, we operate as fiduciaries with a legal obligation to prioritize client interests in all recommendations.
What credentials do your advisors hold?
Our team includes Certified Financial Planners (CFP), Chartered Financial Consultants (ChFC), and other specialized designations, with 11 advisors recognized by Forbes/Barron's.
Reviews (1)
Al Z.
Jul 20, 2020
Report
Francis Lepore, an advisor at Bleakley could not have done a worse job managing my muni and stock portfolio worth several million $$. He bought at high prices and sold at market lows,. How does this guy stay in business and how could the company keep him. He doesnt have a clue, his advice was wrong 90% of the time. In his mind he thought by letting a muni bond and stock portfolio stagnate he was a hero. Such a hero I fired his butt after 4 months of managing my portfolio. I got away from him just in time and am very happy I did!!!
