Scott Schwartz

WORK HISTORY

ABOUT SCOTT SCHWARTZ

My career as a financial advisor spans more than 30 years. I am a CERTIFIED FINANCIAL PLANNER™ practitioner and a Principal of OnePoint BFG Wealth Partners, formerly Bleakley Financial Group. As an independent firm, we operate with a singular focus: acting in the best interests of our clients—always.Throughout my career, I’ve experienced virtually every market environment and witnessed countless product trends and financial “innovations” come and go. Through it all, two principles have remained constant. First, our mission is to deliver the highest level of personalized service. We exist to improve our clients’ lives—not just financially, but holistically. That commitment isn’t limited to specific disciplines, business hours, or market cycles; it is the foundation of our firm and the lens through which every decision is made.Second, long-term success requires a clear process and disciplined approach to financial planning and investment management. Markets will always generate noise, uncertainty, and emotion. What matters most is focusing on the variables you can control and remaining anchored to a well-constructed plan. Our role is to help clients create that plan—and provide the perspective and guidance needed to stay true to it over time.These principles have enabled OnePoint BFG to grow into one of the largest independent advisory firms in the Northeast. While our scale reflects the effectiveness of our approach, our greatest reward is the depth of the relationships we build. My greatest professional satisfaction comes from being the first call my clients make when important matters arise, particularly those affecting their families and long-term legacy.Outside of my advisory work, I am the founder of Paws & Effect, a weekly LinkedIn commentary focused on rescued dogs and animals. The platform reflects a personal commitment to advocacy and stewardship—values that mirror how I approach both my professional and personal life.I divide my time between Morristown, New Jersey, and Scottsdale, Arizona, where I live with my wife, Coleen, and our two rescue dogs, Stephe and Peetie. Coleen and I have five children and are actively involved in animal rescue and educational charities.Investment advisory and financial planning services offered through OnePoint BFG Wealth Partners, an SEC-registered investment adviser.Third-party posts do not reflect the views of OnePoint BFG.CA Insurance License #0C59591