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About
Richard Wright Jr. serves as a Partner and Wealth Management Advisor at OnePoint BFG Wealth Partners, based in Parsippany-Troy Hills, NJ. With a career spanning over 35 years, he is a senior leader at the firm, recognized for his deep client relationships and comprehensive approach to wealth management.
Richard specializes in providing high-net-worth individuals and families with tailored solutions in investment management, retirement planning, estate planning, and multi-generational wealth transfer. He is part of an advisory team that manages over $12 billion in client assets, focusing on holistic financial strategies that integrate diverse asset classes, including equities, fixed income, and alternative investments.
A CFP® and CLTC® holder, Richard holds a Master of Arts in Clinical Psychology from Phillips Graduate Institute and a Bachelor of Arts in Psychology from York University. His expertise also extends to behavioral finance, enabling him to guide clients through complex financial decisions, and he has been recognized by Forbes and SHOOK Research for industry excellence and client satisfaction.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| OnePoint BFG Wealth Partners | Partner | Feb 1990 to Present | Investment advisory and financial planning services offered through Bleakley Financial Group, LLC, an SEC registered investment adviser, doing business as OnePoint BFG Wealth Partners.
Third party p... |
Education
Phillips Graduate Institute
Master of Arts, Clinical Psychology
1999 — 2001
York University
Bachelor of Arts, Psychology
1985 — 1989
Skills & Expertise
Others at Bleakley Financial Group, LLC (12)
| Name | Role | Location |
|---|---|---|
| Investment Research and Planning Analyst | Chatham, NJ , United States | |
| Partner | Fairfield, NJ , United States | |
K Kevoi Walters | Senior Investment Research and Planning Analyst | Lincoln Park, NJ , United States |
M Michael Axelrod | Managing Partner | NJ , United States |
| Senior Planning and Investment Analyst For Andy Schwartz | New York, NY , United States | |
| Partner | Miami, FL , United States | |
| Partner | Franklin Lakes, NJ , United States | |
| Senior Planning and Investment Analyst | New York, NY , United States | |
| Senior Investment Research and Planning Analyst | New York, NY , United States | |
| Chief Investment Officer | New York, NY , United States |
Similar Fund Managers
| Name | Role | Fund | Location |
|---|---|---|---|
| Partner | Circle Wealth Management, LLC | NJ , United States | |
| Managing Partner | Circle Wealth Management, LLC | New York, NY , United States | |
| Investment Associate | Hennion & Walsh Asset Management, Inc. | Rockaway, NJ , United States | |
K Ken Rubin | Vice President-Investments | Hennion & Walsh Asset Management, Inc. | Delray Beach, FL , United States |