Onyx Bridge Wealth Group

09/14/2026

There are only a few months left in the year, making September a natural time for a financial check-in.

Consider whether your goals, income, spending, and overall priorities look different than they did at the beginning of the year.

A review can also help identify areas that may deserve additional attention before year-end.

The goal isn't to predict what's next, it's to make sure your financial decisions continue to reflect what matters to you.

09/11/2026

Today, we pause to remember the lives lost on September 11, 2001.

We honor the families, first responders, military members, and countless individuals whose lives were forever changed that day.

Twenty-five years later, their stories and sacrifices remain part of our shared history.

We remember. We honor. We will never forget.

09/09/2026

When it comes to financial planning, every client has a different history, set of circumstances, and goals.

In this video, Jared Cohen, Founder and CEO of Onyx Bridge Wealth Group, discusses the importance of understanding where clients are today, learning from the decisions that shaped their financial lives, and developing a thoughtful approach for the future.

He also shares his perspective on collaboration, client relationships, and the role an advisor can play in helping clients navigate financial decisions over time.

Learn more about Onyx Bridge Wealth Group at OnyxBridge.com or contact us at [email protected].

https://youtu.be/fpxVaWKunl8?si=_9AWVlfEtXd-rylU

What does working with a financial advisor really mean?In this vi...

09/07/2026

A little Onyx Bridge made its way to the golf course.

It’s always fun to see our logo outside the office and in unexpected places. A familiar logo, a new setting, and a great excuse to talk about golf.

We’ll call this one a hole-in-one for the Onyx Bridge brand!

09/04/2026

We’re honored to share that Onyx Bridge Wealth Group has been named a finalist in the ThinkAdvisor 2026 Luminaries Awards for Advisor Support Platforms – Product or Service Innovation.

This recognition highlights the development of Onyx Bridge Premier Advisory, an integrated planning experience designed to bring wealth management and tax planning closer together through collaboration between Onyx Bridge Wealth Group and Onyx Bridge Tax Group.

Premier Advisory reflects our commitment to creating a more coordinated planning experience and helping clients better understand how financial and tax considerations can intersect.

We’re grateful to our team for the collaboration and thoughtful work that brought this initiative to life, and proud to have our efforts recognized among this year’s finalists.

Onyx Bridge Wealth Group LLC (“OBWG”) is an investment adviser registered with the U.S. Securities and Exchange Commission (“SEC”). Registration does not imply any level of skill or training.

OBWG is affiliated by common ownership and/or control with Onyx Bridge Tax Group LLC (“OBTG”). Each entity is a separate and distinct legal entity. OBTG is not a registered investment adviser and does not provide investment advisory services.

OBWG and OBTG engage in cross-marketing and referral arrangements that may involve compensation, creating a conflict of interest because the referring entity has a financial incentive to recommend an affiliated firm. Clients are under no obligation to use the services of any affiliated entity and may choose service providers of their own selecting.

Services provided by OBTG are separate and distinct from OBWG’s investment advisory services, and fees are charged separately. Additional information regarding these affiliations and referral arrangements is available upon request and in OBWG’s Form ADV.

09/02/2026

We recently had the pleasure of hosting an event at our Maryland office in partnership with the Greater Rockville Chamber of Commerce.

It was a great opportunity to connect with Chamber members and businesses throughout our office building.

We had a fantastic turnout, with conversations flowing, new connections being made, and familiar faces catching up.

We’re grateful to everyone who joined us and helped make the event such a great gathering of our local business community.

Creating opportunities to connect, share ideas, and build relationships is what these events are all about.

08/31/2026

Financial success isn't one-size-fits-all.

For some, it means retiring comfortably. For others, it's having the flexibility to travel, support family, grow a business, or simply feel more prepared for the future.

Taking time to define what financial success means to you can be an important first step in creating a financial strategy that aligns with your personal goals and priorities.

What does financial success look like to you? Share your thoughts in the comments below.

08/28/2026

The best time to think about your financial future isn't after life changes, it's before.

While no one can predict what tomorrow will bring, having a financial strategy in place can help you stay focused on your goals and adapt as your needs evolve.

Whether you're planning for a career change, growing your family, or preparing for retirement, reviewing your plan along the way can help ensure it continues to reflect what's most important to you.

If you'd like to discuss your financial goals or schedule a planning conversation, contact us at [email protected] or visit OnyxBridge.com to learn more.

08/26/2026

One of the biggest misconceptions we hear is that financial guidance is only for people with millions of dollars.

In reality, people seek financial advice for many different reasons and at many different stages of life.

Whether you're beginning to save, planning for retirement, navigating a career change, or simply looking for guidance, a conversation with a financial professional may help you better understand your options.

Have questions about where to start? We'd be happy to connect. Email us at [email protected].

08/24/2026

A financial plan isn't something you create once and forget, it can benefit from periodic reviews as your life and goals evolve.

Taking time to revisit key areas, such as your retirement contributions, beneficiary designations, and overall financial plan, can help ensure your strategy continues to reflect what's most important to you.

Whether you've experienced a major life event or it's simply been a while since your last review, a financial check-in can be a valuable opportunity to reassess your goals.

If you're ready for a financial check-in or have questions about your plan, contact us at [email protected] or visit OnyxBridge.com to learn more.