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.
Planning for the next generation
A well-rounded wealth management strategy
Staying the course
Can you handle the risk in your portfolio?
Keep up-to-date on Market Trends
Knowledge is Power
Dick is the CEO and Founder of The Blakeley Group. He is personally committed to providing investment strategies that help clients integrate and...
Anna is the Chief Compliance Officer. She manages day to day compliance issues, and with the support of a professional consultant, implements...
Shaina joined the Blakeley Group as Administrative Assistant in 2017 and moved to Operations in 2020. As Operation Specialist, Shaina works...
Jack’s role includes a range of duties from client-facing interaction to firm operations, serving existing clients and helping to onboard...
© 2020 The Blakeley Group, Inc.. All rights reserved.