OnePoint BFG Wealth Partners Flemington

OnePoint BFG Wealth Partners Flemington We specialize in financial planning to work towards a smooth transition into and through retirement. Our investment philosophy consists of three tenets:

1.

Manage the valleys.

2. Design portfolios to work towards prospering during “Sailing” environments (Bull Markets) while managing “Rowing” environments (Bear Markets).

3. Adopt the Household Endowment Model by combining traditional asset allocation with product diversification.

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Advisors associated with Bleakley Financial Group, LLC may be either (1) registered representatives with, securiti

es offered through LPL Financial, Member FINRA/SIPC, finra.org/sipc.org and investment advisor representatives of Bleakley Financial Group, LLC; or (2) solely investment advisor representatives of Bleakley Financial Group, LLC, and not affiliated with LPL Financial. Investment advice offered through Bleakley Financial Group, LLC, a registered investment adviser and separate entity from LPL Financial. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

09/25/2024

Don’t look now. It’s almost time for the holidays. What's your budgeting strategy for that extra holiday spending? Planning ahead can help you avoid financial stress so you can relax and enjoy.

The seemingly constant rise of college costs can be overwhelming, but with the right planning it doesn’t have to be. Rem...
09/18/2024

The seemingly constant rise of college costs can be overwhelming, but with the right planning it doesn’t have to be. Remember, it’s never too early to start saving for your child’s future. Every little bit counts.

Today, we remember the nearly 3,000 lives lost during the attacks on September 11, 2001. We honor the brave first respon...
09/11/2024

Today, we remember the nearly 3,000 lives lost during the attacks on September 11, 2001. We honor the brave first responders who ran towards the fire and redefined heroism for an entire generation.

Today is 401k day. Take a moment to review your plan and investment options and remember, the best gift you can give you...
09/06/2024

Today is 401k day. Take a moment to review your plan and investment options and remember, the best gift you can give yourself is investing in your future.

Tax planning is an essential part of wealth management. Knowing how different investments are taxed can significantly im...
08/30/2024

Tax planning is an essential part of wealth management. Knowing how different investments are taxed can significantly impact your overall returns. We can help you plan a strategy that maximizes your returns.

Wealth management is hard. A trusted financial advisor can provide valuable insights and personalized strategies to help...
08/21/2024

Wealth management is hard. A trusted financial advisor can provide valuable insights and personalized strategies to help you navigate that complex landscape. At Amwell Ridge we can help you chart the course to financial success.

August 14th is National Financial Awareness Day. It’s the perfect time to review your budget, check your savings, and po...
08/14/2024

August 14th is National Financial Awareness Day. It’s the perfect time to review your budget, check your savings, and power up your money management skills.

Address

56 Main Street Ste 2E
Flemington, NJ
08822

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+19087515387

Website

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