Bleakley Financial Group offers individuals, families and business owners independent financial planning and wealth management advice in a focused team environment. Our advisory model is based on a disciplined collaborative planning process that addresses the full complexity of your financial situation.
Our advisory team has been built from the ground up to provide an independent option for your financial planning and wealth management needs. The size and strength of our infrastructure gives us the bandwidth to deal with both standard and highly sophisticated financial situations while keeping our advisor-to-client ratio low.
We want to protect what is important to you, improve your life and secure your family’s future. As your financial planner, we provide a comprehensive plan, working in close collaboration with your legal and accounting advisors to make recommendations within your financial infrastructure.
Our firm’s culture is rooted in highly-attentive service. Every member of our experienced team is committed to providing you with an unmatched client experience. Dedicated, accessible and responsive to your needs, we work together with you to create the strategies and guidance we believe serve your best interest.
Our planning process touches on five key service areas. Underlying each is the investment philosophy of aligning with our values and needs.
The steps to achieve that include:
There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification and asset allocation do not protect against market risk.
No strategy assures success or protects against loss.
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