Financial planner in Santa Clara, CA (show on map)
The Blakeley Group, Inc. is a wealth and portfolio management firm focused on helping individuals and families manage the complexities of portfolio management and multi-generational wealth.
The Blakeley Group, Inc. is a wealth and portfolio management firm focused on helping individuals and families manage the complexities of portfolio management and multi-generational wealth. Founded in 2009 by Dick Blakeley, the firm provides family office services and portfolio management.
They utilize a cutting-edge technology called Riskalyze to pinpoint acceptable levels of risk and reward. Their wealth optimization process focuses on eight distinct areas they call the Eight Dimensions of Wealth, helping families enhance, protect, and sustain generational wealth.
Registered investment adviser in California
Founded in 2009
Fiduciary standards - always putting client interests first
Riskalyze technology for risk assessment
Eight Dimensions of Wealth approach
Services
Family Office Services
Help families enhance, protect, and sustain generational wealth through guidance, problem solving, and sophisticated individualized investment strategies.
An ongoing collaborative effort focused on eight distinct areas of wealth exploration.
Enhance WealthProtect WealthSustain Wealth
Credentials & Certifications
Registered Investment Adviser in California
Frequently Asked Questions
What services does The Blakeley Group offer? +
The Blakeley Group offers Family Office Services, Portfolio Management, and Dynamic Wealth Optimization focused on eight dimensions of wealth.
What is your investment approach? +
They use Riskalyze technology to pinpoint acceptable levels of risk and reward, and focus on creating diversified portfolios with global investment opportunities.
What is your wealth optimization process? +
Their process has four phases: UNDERSTAND, PLAN, IMPLEMENT, and ACHIEVE, focused on enhancing, protecting, and sustaining wealth.
Where is The Blakeley Group located? +
The Blakeley Group is located at 2804 Mission College Blvd., Suite 205, Santa Clara, CA 95054.
