Lutz, FL Whitaker Rd Office
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OnePoint BFG Wealth Partners
Multi-team
Firm-wide stats for OnePoint BFG Wealth Partners
About
OnePoint BFG offers customized financial planning and wealth management to a broad client base, including individual investors (both high‑net‑worth and non‑HNW), business entities, retirement plans, trusts, estates and charitable organizations. The Brochure describes both discretionary and non‑discretionary portfolio management, retirement plan consulting, financial planning, held‑away asset management, and access to custodian‑sponsored programs, third‑party managers and TAMPs.
Advisors work from client‑specific investment objectives and risk tolerances and implement portfolios using a mix of third‑party managers, custodian platforms and the firm’s proprietary models — for example Global Macro, Target Income, Benestar, BMAP, BFMP and a UMA structure — with monitoring and rebalancing processes described for each model. The firm also integrates technology and operational outsourcing into its service model: it uses the Zocks tool to generate AI meeting transcripts (subject to human review) and engages Hexaware to provide administrative and operational support.
Noteworthy among peers, the Brochure discloses the firm’s July 22, 2025 rebranding from Bleakley Financial Group and indicates that predecessor performance is presented in the firm’s materials, a practice that is relatively uncommon for large enterprise advisers. The Brochure also highlights operational and affiliation features that can affect recommendations — including a network of dually‑registered advisors associated with PKS, an affiliated insurance agency, the firm’s suite of proprietary strategies that carry separate management fees, and the use of offshore vendor support — all of which the firm discloses as potential conflicts to be managed.
Based on OnePoint BFG Wealth Partners
Demographic focus
Based on OnePoint BFG Wealth Partners
Location
130 Whitaker Rd
Lutz FL 33549
Advisors at this office
5
Advisors at this office
Taylor M
CFP®, Series 63
Lutz, FL
OnePoint BFG Wealth Partners
Taylor Mc Cullough is a CFP® with four years of industry experience, currently serving as a financial advisor at OnePoint BFG Wealth Partners. Prior to joining OnePoint BFG, Taylor worked at Northwestern Mutual Wealth Management Company and held various roles at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company. Outside of financial advising, Taylor has experience working at Lilly Pulitzer. OnePoint BFG Wealth Partners provides customized financial planning and wealth management services to a diverse client base, including individuals, business entities, retirement plans, trusts, estates, and charitable organizations. The firm employs a range of portfolio management strategies using third-party managers, proprietary models, and technology-enhanced processes.
Elena M
CFP®, Series 63
Lutz, FL
OnePoint BFG Wealth Partners
Elena Madrazo is a CFP® with nine years of industry experience. She is currently with OnePoint BFG Wealth Partners and has prior roles at Northwestern Mutual Wealth Management Company and other affiliated firms. OnePoint BFG Wealth Partners provides customized financial planning and wealth management services to a diverse client base, including individuals, businesses, retirement plans, trusts, estates, and charitable organizations. The firm employs a mix of third-party managers, custodian platforms, and proprietary models to implement client-specific portfolios, supported by technology and operational outsourcing.
Rebecca B
ChFC®, Series 63, Series 65
Lutz, FL
OnePoint BFG Wealth Partners
Rebecca Bast is a ChFC® credentialed financial advisor with 29 years of industry experience. She is currently with OnePoint BFG Wealth Partners and has prior experience at Northwestern Mutual, where she worked for more than two decades. Bast holds Series 63 and Series 65 licenses. OnePoint BFG Wealth Partners provides customized financial planning and wealth management services to a diverse client base, including individual investors, business entities, retirement plans, trusts, estates, and charitable organizations. The firm employs a range of investment strategies that blend third-party managers with proprietary models and integrates technology and operational outsourcing into its service model.
Daniel G
CFP®, Series 63, Series 65
Lutz, FL
OnePoint BFG Wealth Partners
Daniel George is a CFP® with nine years of experience in the financial services industry. He is currently with OnePoint BFG Wealth Partners, part of Bleakley Financial Group, and previously worked at Northwestern Mutual Investment Services LLC and AGW Capital Advisors. OnePoint BFG Wealth Partners provides customized financial planning and wealth management services to a diverse client base, including individual investors, business entities, retirement plans, trusts, estates, and charitable organizations. The firm uses a variety of portfolio management strategies and integrates technology and operational outsourcing into its service model.
Jonathan C
CFP®, Series 63
Lutz, FL
OnePoint BFG Wealth Partners
Jonathan Clifford is a CFP® with six years of experience in financial services. He is currently with OnePoint BFG Wealth Partners and has prior experience at Northwestern Mutual Wealth Management Company and other firms. OnePoint BFG Wealth Partners provides customized financial planning and wealth management to a diverse client base, including individuals, business entities, retirement plans, trusts, estates, and charitable organizations. The firm uses a variety of portfolio management approaches, including proprietary models and third-party managers, supported by technology and operational outsourcing.
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