THIS IS NOT AN OFFICIAL STATEMENT. This data summarizes certain data you have provided to us. Accounts and/or assets marked with a * have not been offered, sold and/or serviced by OnePoint BFG Wealth Partners, Purshe Kaplan Sterling Investments, or their subsidiaries or affiliates (collectively, "OnePoint BFG"). Valuations of certain assets such as real estate or personal property are based on estimates provided by you, and OnePoint BFG makes no representations as to their value. This is not an official record of your assets or any account and/or contract, and it is provided for your convenience and information only. If there is a discrepancy between any of the information herein and the official records of your assets, accounts and/or contracts, the official records will take precedence. RIA makes no representation that the data presented herein, or in any other statement, is accurate. Please verify this data and advise us of any inaccuracies. OnePoint BFG will not monitor or provide service regarding non-managed assets. OnePoint BFG [(Member FINRA, SIPC)]. All Rights Reserved (r) 2025 - Asset-Map, LLC

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Securities offered through Purshe Kaplan Sterling Investments, Member FINRA/SIPC. Headquartered at 80 State Street, Albany, NY 12207. Purshe Kaplan Sterling Investments and OnePoint BFG Wealth Partners are not affiliated companies.