The Blakeley Group, Inc. is a registered investment adviser based in Santa Clara, CA, specializing in wealth portfolio management and family office services. With a multi-dimensional approach, they help individuals and families navigate the complexities of managing their portfolios and multi-generational wealth.
Their team of experienced professionals, led by CEO Dick Blakeley, is dedicated to providing personalized strategies and solutions to help clients plan for success, stay the course, and optimize their wealth. With a focus on risk management and staying up-to-date with market trends, The Blakeley Group, Inc. offers valuable insights and tools to empower their clients in making informed financial decisions.
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