Our Philosophy
About Us
The Blakeley Group, Inc.: A Personalized Approach to Wealth Management for Individuals and Families
We at the Blakeley Group, Inc. believe:
- Developing and growing good client relationships is the foundation of our business.
- Providing excellent service is the foundation of good client relationships.
- Working together as a team is the foundation of excellent client service.
The tech industry in Silicon Valley is rife with opportunities and stories of success. Many executives can have too many financial “plans” or none at all, and often they find that more money comes with more problems. They have to juggle their professional, family, and financial lives with little success. What we do is work with families to organize, rationalize, and tie together all these disparate factors into a seamless Strategic Plan that gets the most value out of every dollar spent. In this way we advocate for and plan with clients to help build wealth that will last for generations, so that they can spend more time with their families than with their finances. Our clients experience the comfort and confidence that comes with knowing they can meet their financial goals and turn life-long dreams into long-lasting memories.
Our Core Values
We believe in being advocates for our clients. This means providing support and working with them toward their goals. Our clients’ concerns are our concerns.
We believe in openness, honesty, and integrity. Transparency and upholding the fiduciary standard are principles that guide us on behalf of our clients.
We believe the team is stronger than the individual. A team-driven approach is at the core of the service we provide to our clients.
We believe in learning, teaching, leading, and growing. We are always seeking to expand our knowledge base, and to share what we learn with others.
To help you manage the complexities of wealth, you will benefit from one-on-one consultations and reviews, as well as have support of a highly skilled team. We also work with your tax accountants, estate attorneys, and other financial professionals to align your financial goals into one actionable plan.
Our Mission
Helping clients enhance, protect, and sustain generational wealth
ENHANCING wealth is about identifying and maximizing opportunities that are available. It is about working with a wealth professional to discern the diverse and full range of assets and unknown potential income source. It means making smart decisions as to how to best manage your family’s assets.
PROTECTING wealth is about minimizing threats that can adversely affect a family’s wealth. It is about managing risk in a prudent and cost effective way. Risk comes in many forms. It can easily be overlooked until it is too late to avoid. Protecting wealth requires insight and foresight.
SUSTAINING wealth is about stewardship. It is about managing one’s resources with an eye toward the future. When it comes to generational wealth, sustainability depends on the extent to which a family values are passed on from one generation to another. Stewardship calls for a strong sense of purpose. It requires a clear and meaningful vision: one that is embraced by those who will carry our torch in the future.