We believe in making a lasting impression

Our Process

From individuals to families to business owners, our dedicated team of advisors know how to get the job done. After discussing your goals and current situation, they’ll work with you to design a plan that strives to turn your vision into reality.

At Bleakley Financial Group, we’re committed to your success. We offer a range of services to our clients, including those listed below:

• A comprehensive plan and annual review of goals and objectives, a recap of progress made during the previous year, and the development of an action plan for the upcoming year
• Regularly scheduled meetings to review investment strategies, performance, and progress
• If applicable or if requested, we review external accounts for continuity of strategy and risk tolerance assessment
• Coordination with other professional services (e.g., CPA, estate attorney, and so on) that can help improve financial performance
• Timely and attentive service with a designated account manager and rapid personal response to all inquiries
• Monthly market commentary, quarterly market update calls with our CIO, and educational webinars
• Consultation and planning for the next generation
• Up to four weeks of complimentary sessions with our in-house life coach to navigate the challenges often associated with life transition events such as retirement, the sale of a business, divorce, or the loss of a loved one