About
Our Team
Services
Premier Advisory

Investment Management

Comprehensive Financial Planning
Our Process
Who We Serve
Business Owners

High-Net-Worth Individuals

Families & Multigenerational Planning
Blog

About
Our Team
Services
Premier Advisory

Investment Management

Comprehensive Financial Planning
Our Process
Who We Serve
Business Owners

High-Net-Worth Individuals

Families & Multigenerational Planning
Blog

TAG:"Leadership"

Jared Cohen, CAP®, CRPC®

Michael Chillemi

Jay Freeberg, CPA, CFP®, CDFA, MBA

Tarun Mehta, JD/MBA

Susana Moreno

Stephanie Poche

David Ringler, CAP, CRPC®, CPFA

Cindy Schlanger

Chris Shuba

What brings you here today?

Select One

I want help managing my investments I want a full financial plan I want help coordinating financial and tax decisions I want to learn more about how your wealth group can help me I am not sure yet

Which areas would you like support with?

Please select one or more

Investment management Tax-aware decision-making Retirement planning Cash flow management Estate planning Family finance education Business-owner planning

Which best describes your situation?

Please select one

I mainly need investment portfolio oversight I have several financial goals that I need help with My financial and tax decisions need to be better coordinated I am not sure yet

Which best describes you?

Please select one

I am a business owner or executive I am approaching or in retirement I am in my wealth-building years I am already working with a financial advisor I am just getting started

I'm ready to talk to someone now

Name(Required)

First Last

Email(Required)

Phone(Required)

What brings you here today?

Which areas would you like support with?

Which best describes your situation?

Which best describes you?

What kind of guidance are you looking for?

Company

About
Our Process
Our Team
Blog
Contact Us
Fiduciary Commitment
Disclosures
Investment Adviser Public Disclosure
Form CRS
Client Login

Services

Comprehensive Financial Planning
Investment Management
Premier Advisory

Who We Serve

Business Owners
High-Net-Worth Individuals
Families & Multi-Generational Planning

Follow Us on Social

Onyx Bridge Wealth Group, LLC is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Onyx Bridge Wealth Group, LLC and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Onyx Bridge Wealth Group, LLC unless a client service agreement is in place.

© 2026 Onyx Bridge Wealth Group | Privacy Policy