Wealth Management Insights
Wealth Management Insights is The Blakeley Group, Inc.'s monthly lineup of informative articles addressing a variety of topics.
Should an article touch on key concerns for you and your family, be it your current needs or future goals, or if you simply want more information on a topic, call us for an appointment.
Finding Advisors Who Are Truly Client-Centric
When your advisors know you—really know you as a person and not just as some numbers—they can better help you achieve financial and other goals that are deeply meaningful to you and your loved ones. Here’s what truly client-centric advisors do to bring real value to your life.
Do You Know Your High-Net-Worth Personality?
When you know what type of investor you are and what drives your decisions, you can take an important step: Finding professionals to work with who “get” you and understand your motivations. Here’s how to identify your high-net-worth personality.
Financial Planning for a Special Needs Child
The challenges of raising a special needs child can feel monumental. Fortunately, there are a number of financial planning strategies and solutions that can potentially help parents navigate a path through the uncertainty.
Transferring Values – Not Just Wealth – to Your Heirs
Too often, inheritors are given family money but not the family values that helped that money grow and helped the family thrive. Here are some ways you can instill key lessons and values among your heirs before they inherit your wealth.
A Wall Around Your Wealth: The Importance of Asset Protection
Being wealthy and successful can put a target on your back for frivolous lawsuits. Asset protection planning can help you better safeguard your wealth. Check out some foundational asset protection strategies.
