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The Blakeley Group, Inc.

  (408) 459-4911  info@theblakeleygroup.com

The Blakeley Group, Inc.

  • About Us
    • Our Values
    • Team
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  • What We Do
    • Family Office Services
    • Portfolio Management
    • Dynamic Wealth Optimization
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A Multi-Dimensional Approach.

Wealth Optimization

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Planning for success. Being prepared for risks.

Portfolio Management

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Working for You and Your Family.

Family Office Services

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WEALTH & PORTFOLIO MANAGEMENT

Navigating the risks and rewards of wealth can be a challenge. The Blakeley Group, Inc. is focused on helping individuals and families manage the complexities of portfolio management and multi-generational wealth.

 

Family Office Services

Planning for the next generation

Eight Dimensions of Wealth

A well-rounded wealth management strategy

Portfolio Management

Staying the course

What’s your Risk Number?

Can you handle the risk in your portfolio?

Capital Highlights

Keep up-to-date on Market Trends

Wealth Management Insights

Knowledge is Power

Stay up to date with global markets.  
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Team members

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Dick founded The Blakeley Group in 2009. As the Chief  Executive and Compliance Office,  he is personally committed to offering a...

Dick Blakeley

CEO / CCO

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Anna started with The Blakeley Group in 2009 at the formation of the company. She manages office policies and coordinates administrative services...

Anna Blakeley

CAO

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Jack is the lead Client Service Specialist for The Blakeley Group. His focus is on day-to-day account operational activities and processes,...

Jack Perlmutter

Client Service Specialist

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Derek began working at The Blakeley Group as a summer intern  in 2019 and was hired as an Admin/Ops Assistant after graduating from the...

Derek Bornkamp

Administrative/Marketing Assistant

Additional info

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Contact info

The Blakeley Group, Inc.

  •   2804 Mission College Blvd., Suite 205, Santa Clara, CA 95054
  •   (408) 459-4911
  •   info@theblakeleygroup.com
DISCLAIMER: The Blakeley Group, Inc. is a registered investment adviser in California, Oregon, and Washington State.  The Adviser may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Individualized responses to persons that involve either the effecting of transaction in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption.

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