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The Blakeley Group, Inc.

  (408) 459-4911  info@theblakeleygroup.com

The Blakeley Group, Inc.

  • About Us
    • Our Values
    • Team
    • Giving Back
  • What We Do
    • Family Office Services
    • Portfolio Management
    • Dynamic Wealth Optimization
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    • Capital Highlights in the Markets
    • Wealth Management Insights
  • Contact Us 
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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 in operations for The Blakeley Group. His focus is on facilitating the general account maintenance of...

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

  •   2804 Mission College Blvd., Suite 205, Santa Clara, CA 95054
  •   (408) 459-4911
  •   info@theblakeleygroup.com

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