A complete list of active advisors currently associated with Onyx Bridge Wealth Group LLC
Warmer can help you find a great advisor at Onyx Bridge Wealth Group LLC or one who fits your needs even better.
Onyx Bridge Wealth Group advises individuals (including high‑net‑worth clients), trusts and estates, pension and profit‑sharing plans, and corporate clients. Its services include discretionary and non‑discretionary asset management through a wrap fee program, financial planning and consulting, retirement plan consulting for employer plan sponsors, donor‑advised fund advice, and assistance in establishing trusts (including recommending corporate trustee services). The firm’s investment process relies on third‑party research (disclosing Helios Quantitative Research as a research consultant) and on internally created portfolio models that may be implemented directly or via sub‑advisers; portfolios can include ETFs, structured products, alternative investments accessed through CAIS and iCapital, and specialized tax‑management techniques such as 351 Exchange Vehicles. Accounts are tailored to client objectives and risk tolerance, monitored continuously with periodic rebalancing, and reviewed at least annually with more frequent reviews triggered by market or life‑event changes. Onyx Bridge is distinct among peers for its operational affiliations and service mix: it is under common control with Onyx Bridge Tax Group LLC (providing tax preparation, accounting and related consulting) and Onyx Bridge Retirement Group LLC (providing TPA and retirement plan services), and it discloses coordination among those businesses while noting clients are not required to use affiliates. The brochure also discloses that some advisors are licensed insurance agents and that the firm uses product‑sponsored events and platform relationships (including with sponsors of 351 Exchange Vehicles) in its marketing and implementation, and that certain marketing materials may include testimonials.
To learn more about the advisors currently working at Onyx Bridge Wealth Group LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
You can also browse Onyx Bridge Wealth Group LLC's office locations.
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