Bleakley’s wealth management operation currently services approximately $9 billion (as of 12.21.21) in client brokerage and advisory assets across four different custodial platforms. 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:
- Risk Assessment and Goal Targeting Profile
- Ongoing Portfolio Analysis and Seeking Optimization
- Personalized Portfolio Development
- In-Depth Evaluation of Current Portfolio
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.