Onyx Bridge Wealth Group

Home
United States
Tarrytown, NY
Onyx Bridge Wealth Group

Call Directions Website Contact the business

Private wealth advisors located in Tarrytown, NY. We connect to our clients on a personal level, and then we connect our clients to their financial goals.

www.OnyxBridge.com

https://onyxbridge.com/disclosures/

10/30/2026

A 401(k), investment account, bank account, or insurance policy can each play an important role, but they don't exist in isolation.

Financial decisions can overlap with retirement planning, taxes, estate considerations, and cash-flow needs.

Looking at the bigger picture may help identify questions that aren't obvious when each account is viewed separately.

What's one area of your finances you wish worked more seamlessly with the others?

For educational information about comprehensive financial planning, contact [email protected].

10/28/2026

As your financial picture grows, so can the number of decisions you need to consider.

Multiple accounts, different sources of income, tax considerations, and competing priorities can make it harder to view each decision in isolation.

Looking at how these pieces connect can provide a broader perspective when evaluating your financial strategy.

Financial planning can help bring these areas together and identify questions worth discussing with your professional team.

If your financial life has become more complex, contact Onyx Bridge Wealth Group at [email protected] to learn more about taking a more comprehensive approach to your financial plan.

10/26/2026

A financial plan is built around your circumstances and those circumstances can evolve over time.

A career transition, change in your family, or shift in your financial situation can create new planning considerations.

Revisiting your strategy can help you evaluate whether your current priorities and resources are still aligned with your broader financial picture.

Regular planning conversations can also help identify areas that may need to be adjusted as life changes.

If your circumstances have changed recently, contact Onyx Bridge Wealth Group at [email protected] to start a conversation about your financial plan.

10/23/2026

Estate planning isn’t necessarily a “set it and forget it” process.

Major life changes can create new questions about documents, beneficiaries, account ownership, and how different assets fit into your overall plan.

National Estate Planning Awareness Week is a timely reminder to review the important pieces of your financial and estate picture together.

10/21/2026

At Onyx Bridge, compliance is more than a process, it’s part of our culture.

As Chief Compliance Officer Cindy Schlanger explains, doing the right thing starts with leadership and extends throughout the firm.

From how we work with one another to how we serve our clients, we believe that acting with care, integrity, and responsibility should be part of everything we do.

Compliance serves as an important tool in helping us uphold those standards and keep our clients’ interests at the center of our work.

Hear more from Cindy on how compliance fits into the culture at Onyx Bridge Wealth Group.

10/19/2026

No one knows exactly what the next five, ten, or twenty years will look like. That’s one reason financial planning can include conversations about different scenarios and potential changes.

A plan can be built around current information while still leaving room to revisit assumptions as circumstances change. Preparing for the unexpected can be an important part of creating a financial plan that evolves with you.

Have questions about how different “what ifs?” could fit into your financial plan? Contact
Onyx Bridge Wealth Group at [email protected] to learn more.

10/16/2026

What’s one of the most important things to bring to a financial planning conversation? Honesty.

Al Tocman, Private Wealth Advisor at Onyx Bridge Wealth Group, explains why being open and providing a complete picture of your finances matters when building a financial plan.

Income, expenses, assets, liabilities, goals, and other financial details all play a role in understanding your overall financial picture.

The more complete the information, the more effectively your financial advisor can understand your circumstances and help you work toward your goals.

A financial plan starts with having the full picture.

10/14/2026

The final months of the year can move quickly, which is why October can be a useful time to start reviewing your financial picture.

Changes in income, spending, employment, family circumstances, or long-term goals may create new planning considerations.

A year-end review can also be an opportunity to identify questions you may want to discuss with your financial and tax professionals.

If you'd like to learn more about a comprehensive planning approach, contact [email protected].

10/12/2026

Building a strong financial future isn't a one-player game.

Your financial life can involve investments, retirement planning, savings, taxes, protection, and more, and each piece can play a different role.

A financial advisor can help coordinate these areas around your goals and priorities, while working alongside other professionals when appropriate.

Like a football team, each position has a role, but the strategy starts with understanding what you're trying to accomplish.

If you could add one more position to your financial team, what would it be?

Learn more about comprehensive financial planning at OnyxBridge.com or contact [email protected].

10/09/2026

October Advisor Spotlight: Al Tocman, MBA, CRPC®

This month, we’re highlighting Al Tocman, a Private Wealth Advisor who brings a client-first philosophy and more than 20 years of experience in the financial services industry.

Al’s professional background also includes 25 years in the petroleum industry, including eight years with Mobil Oil. He holds a BS in Business Administration from Salem State College, an MBA from Fordham University, and the CRPC® designation.

Outside of work, Al lives in Mamaroneck, NY with his wife, Rosalie, and daughter, Melissa. He is also a lifelong Red Sox and Patriots fan.

We’re proud to have Al as part of the Onyx Bridge Wealth Group team.

To connect, reach out at [email protected].

Address

120 White Plains Road, Suite 115
Tarrytown, NY
10591

Telephone

+19149096699

Website

http://www.onyxbridge.com/, https://www.instagram.com/onyxbridgewealthgroup/, https://www.linkedin.com/company/onyx-brid

Alerts

Be the first to know and let us send you an email when Onyx Bridge Wealth Group posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.