Strategy
RIA Has Brand Makeover

After an investment house took a non-controlling stake in the RIA last year, the wealth manager is updating its brand.
Bleakley Financial Group, an RIA, has rebranded to OnePoint BFG Wealth Partners.
The firm, with offices in several US states and overseeing more than $12 billion in client money, had its makeover in partnership with Rise Growth Partners. Rise made a non-controlling minority investment into the business last year.
“Our goal at Rise is to partner with firms that are building enduring, meaningful ‘lighthouse’ brands. Brands serving as a beacon to attract clients, advisors and team members to the firm,” Joe Duran, managing partner at Rise, said.
Andy Schwartz is CEO of OnePoint BFG. The firm’s corporate office is in New Jersey and was founded in 1985.
Apart from the new name and brand identity, OnePoint BFG’s leadership and business model is unchanged.