Building Bridges to Success: The Growth of Onyx Bridge Wealth Group
At Onyx Bridge Wealth Group, our name reflects our purpose and mission. Onyx, a gemstone renowned for warding off negativity, symbolizes protection and resilience. The bridge represents connection — linking clients to their financial goals and guiding them across challenges to success. Together, these elements define our commitment: to protect, connect, and guide our clients toward achieving their aspirations while mitigating risks that could derail their plans.
A Journey Rooted in Resilience
Onyx Bridge began on February 7, 2020, just weeks before a global pandemic turned the world upside down. In those early days, we faced unparalleled challenges: transitioning hundreds of millions in client assets during one of the most volatile markets in history, learning new systems and software, and swiftly pivoting to a fully remote work environment. Despite these obstacles, our dedicated team rose to the occasion, working tirelessly to ensure seamless service and continuity for our clients.
The decision to launch Onyx Bridge stemmed from a desire to deliver more for our clients. After our CEO, Jared Cohen had spent nearly two decades at a prior firm, it became clear to him that the industry offered innovative investment platforms, cutting-edge technology, and fresh approaches that could better serve our clients’ needs. Refusing to settle for the status quo, he took a leap of faith to create something greater.
From Humble Beginnings to Remarkable Growth
Starting with a team of nine and $300 million in AUM, Onyx Bridge has grown exponentially. Today, we are a team of 25 managing nearly $1.1 billion in AUM, with plans for further expansion. This growth is a testament to our commitment to exceptional client service, our forward-thinking investment strategies, and the culture we’ve cultivated.
Our approach to wealth management goes beyond simple asset allocation. We integrate quantitative methods, leveraging system learning to make market cycles more understandable. With open investment architecture, we offer clients access to some of the best opportunities tailored to their objectives.
A Culture of Collaboration and Excellence
One of the pillars of Onyx Bridge’s success is our extraordinary team culture. Collaboration comes naturally here, supported by technology that streamlines workflows and ensures accountability. Every team member, regardless of role, is valued and contributes to our collective mission. This supportive environment enables advisors to focus on their clients while relying on a robust support system to handle administrative tasks.
Preparing for the Future
As we look ahead, our vision is clear: to continue growing as a premier wealth management organization. We aim to attract experienced advisors seeking opportunities to expand their practices or create succession plans. Simultaneously, we are committed to cultivating the next generation of advisors through our newly launched Advisor Development Program. This initiative provides aspiring advisors with the tools, mentorship, and resources needed to thrive in their careers while supporting Onyx Bridge’s growing client base.
Challenges have shaped us, from navigating the complexities of the pandemic to adapting to platform transitions like TD Ameritrade to Schwab. Yet, these experiences have fortified our resolve and prepared us for future growth.
Leaving a Legacy
At Onyx Bridge, our legacy is built on how we treat people — team members and clients alike. We measure our success by the success we help others achieve. Whether by guiding a client toward financial independence or empowering a team member to reach new heights, we remain steadfast in our mission: to protect, connect, and inspire.
As we continue our journey, we are excited about the opportunities ahead and grateful for the incredible people who make Onyx Bridge what it is today. Together, we are building bridges to a brighter financial future.