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Bleakley Financial Group

Experience Matters

For more than 30 years, Bleakley Financial Group has been providing customized financial planning and wealth management services to a diverse array of clients across the country. As an independent firm, we pride ourselves on delivering personalized guidance to fit the goals and lifestyle needs of each customer.

With more than three decades of experience, our state-of-the-art financial planning comes with a personal touch. Our team consists of more than 100 investment professionals, from financial advisors and research assistants to client support associates.

We’ve created a collaborative culture of innovation and excellence that’s unmatched in the industry. At Bleakley Financial, you’re our top priority, and we’re committed to turning your financial vision into reality.

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Support

Get in the tank and join the conversation.

Bleakley Financial Group’s Chief Investment Officer, Peter Boockvar is a 25-year industry veteran whose investment philosophy, global outlook and market insights give Bleakley advisors the valuable support they need to uniquely support you.

Peter Boockvar is solely an investment advisor representative of Bleakley Financial Group, LLC, and not affiliated with LPL Financial.

A wealth of support around your entire financial picture.

As part of our financial planning process, we find it critical that we take into account our clients’ entire financial picture to ensure it aligns with their overall goals. The purpose of this review is to provide our clients with valuable feedback that they can then discuss with a legal professional.

This includes a discussion of the following documents:
•  Trusts
•  Wills
•  Business Agreements
•  Tax Docs
•  Power of Attorney
•  Divorce Decrees

Bleakley Financial Group and LPL Financial do not provide legal advice or services. Please consult your legal advisor regarding your specific situation.

We can all use a little coaching sometimes.

It’s not easy dealing with financial stresses on a normal day. Add a big move, divorce, job loss or the death of a loved one, and it can be more difficult than ever to see the light at the end of the tunnel. That’s why you’ll have life coaching services at the ready to help you navigate the ups, downs and everything in between.

Advice & Insights from Bleakley Financial Group

Feed your portfolio with fresh insights.

It’s about more than diversifying your portfolio. You also have to diversify your sources of insight so you can have a range of tools, expertise and approaches to inform the choices you make. Start here.

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Get the news before it’s on the news.

We can’t see into the future. But having the support and analytical expertise of Peter Boockvar—backed by years of experience devoted to the futures market—we can help you get pretty close. As a guest contributor on CNBC, Peter regularly offers insights on global economic trends and markets.

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We’re ready
to listen.

We’d love to hear from you.
Please reach out with any questions.

Contact Us

Forbes Best-in-State Wealth Advisors, NJ: 2022 & 2023

About

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Bleakley

Contact

Live
Wealthfully.

© 2024. All Rights Reserved

Bleakley Financial Group

lyle.weintraub@bleakley.com 100 Passaic Avenue, Suite 300, Fairfield, NJ 07004 Phone: 973.244.4216

Check the background of this investment professional on FINRA’s Broker Check

Advisors associated with Bleakley Financial Group, LLC may be either (1) registered representatives with, securities offered through LPL Financial, Member FINRA/SIPC, and investment advisor representatives of Bleakley Financial Group, LLC; or (2) solely investment advisor representatives of Bleakley Financial Group, LLC, and not affiliated with LPL Financial. Investment advice offered through Bleakley Financial Group, LLC, a registered investment adviser and separate entity from LPL Financial.

The LPL Financial registered representative associated with this website may discuss and/or trade transact business only with residents of the states in which they are properly registered or licensed.

You are under no obligation to use the services of any strategic partner and may choose any qualified professional to provide CPA, legal, or tax services. Neither Bleakley Financial Group nor LPL Financial provide legal, tax, or accounting advice or services. Please consult your legal advisor regarding your specific situation.

Insurance products and services are offered through various insurance agents and or/agencies. Insurance products and services are not a deposit, not FDIC insured, not guaranteed by a bank, not insured by an federal government agency, and may go down in value. Not all insurance products and services are available in all states. Investment advisory services offered through Bleakley Financial Group, LLC.

Websites linked are not under the control of Bleakley Finical Group, LLC and it is not responsible for , nor does it certify or endorse, the content of any linked site. Links are provided for educational and informational purposes only.

If you would like to view Bleakley’s most recent Client Relationship Summary, Privacy Notice, ADV Part 2A Brochure, and/or ADV Part 2A Wrap Brochure, please click here.