Financial planning is often associated with investment selection or market timing, but in reality, it is a comprehensive process designed to help individuals, families, and business owners make informed decisions about their financial future. Despite its importance, many people misunderstand what financial planning truly involves and whether working with a financial advisor is necessary. Understanding […]

Many people have a financial plan. Fewer consistently follow one. At the start of a new year, it’s common to revisit goals, review account balances, and talk about long‑term intentions. The real distinction is not simply whether a plan exists, it’s whether decisions remain aligned with that plan over time. Following a Plan Requires Discipline […]

The start of a new year is a natural time to reflect, reset, and plan for the months ahead. While many set ambitious financial resolutions, the key to long-term success isn’t about drastic changes – it’s about building consistent, manageable habits. By focusing on practical routines, you can set yourself up for a more organized […]

As the new year begins, many people take a fresh look at their finances and ask whether their current investment approach is truly built for the future they want. At Onyx Bridge Wealth Group, we work closely with clients who want more than a portfolio – they want clarity, structure, and guidance from a team […]

FOR IMMEDIATE RELEASE  Tarrytown, NY — October 10, 2025   Onyx Bridge Expands Its Financial Services Footprint with Strategic Acquisitions   Onyx Bridge Wealth Group, an independent wealth advisory firm based in Tarrytown, NY, is proud to announce the acquisition of two complementary businesses: a tax services firm and a retirement planning firm. These additions mark a […]

  In 2019, Jared Cohen asked himself a simple but life-changing question: “Am I providing the absolute best services and investment vehicles to clients who depend on me?” The honest answer led him to research other firms and what he found was clear: there was a better way. From technology and investment vehicles to fee […]

Every autumn, pumpkin spice products become widely popular, influencing consumer behavior and retail trends. This seasonal phenomenon offers a useful analogy for understanding investing trends, market cycles, and the importance of informed financial decision-making. At Onyx Bridge Wealth Group, we help clients navigate these trends while building long-term financial plans focused on sustainable growth. 1. […]

Technology is reshaping nearly every industry, and wealth management is no exception. For investors, these changes mean greater access, transparency, and customization- but also new challenges to navigate. Enhanced Access and Convenience Digital platforms and mobile apps now allow investors to monitor portfolios, trade assets, and communicate with advisors anytime, anywhere. This real-time access empowers […]

We’re officially past the halfway mark of 2025, and if that made you flinch a little, you’re not alone. Time moves fast. Goals get buried under everyday life. But July is a great time to pause, take stock, and ask a crucial question: Am I actually on track to hit the goals I set for […]

When it comes to wealth planning, the numbers matter, but they’re not the whole story. Behind every financial goal is a deeper motive: security for your family, the ability to give back, or the freedom to live life on your own terms. But too often, those values aren’t truly reflected in the strategy. There’s a […]