Knowledge, Focus, Experience
At Bleakley Advisory Group, our 360-degree planning is created in a unique partnership with you, taking into consideration every aspect of your financial life. Leveraging the Banyan Assessment to develop a thorough understanding of your current circumstances and long-term goals, we create an efficient, well-coordinated and personalized financial plan that adapts with you over time and across the different life stages we all encounter.
With more than 30 years of experience, our team of well-credentialed advisors serves the financial needs of approximately 4,000 families and businesses across the country. We bring our expertise to the task, with you as our focus. We spend the time to thoroughly understand your needs and objectives, and what is most important to you, your family and your business.
Our customized plans
For individuals, families and businesses
At Bleakley Advisory Group, our 360-degree planning allows us to deliver:
- A clearly defined set of objectives that we will aspire to achieve together
- Preparation of your personal financial statements (balance sheet, income statement and budget)
- An outline of proposed recommendations, alternatives and the ability to model different life event scenarios at your request
- A thorough review of the information that is driving the results and recommendations of our analysis to make sure everyone involved is in agreement
When you are comfortable with our analysis, we will begin to implement the recommendations and monitor them over time, reviewing with you regularly and making adjustments as necessary.
Using a broad range of analytics and investment strategies, we build customized plans that align with your needs and values. These strategies apply to individuals, families and businesses. Areas of specialty are listed in the chart below.
At Bleakley Advisory Group, our mission is to make sure you are safe, secure and prosperous. It begins with what we call “identifying the why” and continues with an ongoing commitment to focus on your long-term financial well-being.
|Personal financial planning|
|Cash Flow & Retirement Scenario Analysis|
|Income Tax Planning & Coordination|
|Risk Management Strategies|
|Retirement Income Distribution Planning|
|Estate Planning & Charitable Giving|
|Multi-Generational Wealth Counseling|
|Private wealth management|
|Risk Assessment & Goal Targeting Profile|
|Rigorous Evaluation of Existing Portfolio|
|Customized Portfolio Construction|
|Ongoing Portfolio Optimization|
|Access to Alternative Investments|
|Emphasis on Proactive Return Methodology|
|business planning solutions|
|Buy-Sell Agreement Planning|
|Succession Planning Strategies|
|Business Valuation Support|
|Qualified Retirement Plans|
|Executive Compensation Plan Coordination|
|Employee Benefit Solutions|
|Fund Selection & Avaluation|