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    Bleakley’s wealth management operation currently services approximately $9 billion in client brokerage and advisory assets across four different custodial platforms (as of 12.31.21). These platforms include LPL, Schwab, Fidelity, & Pershing. Depending on our client’s situation, we can place them with the custodian that can better fit their needs. 

    Clients approach us at various stages of their financial journeys. No matter where you are currently, we can help you pursue more. We’re here to help you work toward your financial goals, whether you’re saving for your child’s college tuition, wanting to grow your assets, hoping to purchase your first home, or planning your retirement. Private wealth management services include (but are not limited to) the following guidance:

     

     

    Our investment philosophy has always been to maintain a diversified portfolio that provides deliberate control over portfolio risk while keeping our focus on alignment with your long‐term financial plan. 

    While our advisors deliver the output, the team and experience behind our wealth management approach and strategies is deep and experienced – we refer to them as our Investment Think Tank.

     

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    100 Passaic Avenue, Suite 300, Fairfield, NJ 07004 Contact Us P: 973.575.4180 F: 973.575.4055
    © 2024 Bleakley Financial Group, LLC

    Advisors associated with Bleakley Financial Group, LLC may be: (1) registered representatives with, and securities offered through LPL Financial, Member FINRA/SIPC, (2) registered representatives with, and securities offered through LPL Financial, Member FINRA/SIPC and investment advisor representatives of Bleakley Financial Group, LLC; or (3) solely investment advisor representatives of Bleakley Financial Group, LLC, and not affiliated with LPL Financial. Investment advice offered through Bleakley Financial Group, LLC, a registered investment advisor and separate entity from LPL Financial.

    The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

    You are under no obligation to use the services of any strategic partner and may choose any qualified professional to provide CPA, legal, tax services. Neither Bleakley Financial Group nor LPL Financial provide legal, tax, or accounting advice or services. Please consult your legal advisor regarding your specific situation.

    Insurance products and services are offered through various insurance agents and/or agencies. Insurance products and services are not a deposit, not FDIC insured, not guaranteed by a bank, not insured by any federal government agency, and may go down in value. Not all insurance products and services are available in all states. Investment advisory services offered through Bleakley Financial Group, LLC.
     

    Websites linked are not under the control of Bleakley Financial Group, LLC and it is not responsible for, nor does it certify or endorse, the content of any linked site. Links are provided for educational and information purposes only.

    If you would like to view Bleakley’s most recent Client Relationship Summary, Privacy Notice, ADV Part 2A Brochure, and/or ADV Part 2A Wrap Brochure, please explore our comprehensive documentation.

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