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Experience Matters

Since 1996, Bleakley Financial Group has provided financial planning and wealth management services to clients throughout the country. As an independent firm with a small client-to-advisor ratio, our advice and guidance is personalized and focused on your success.

Bleakley has the size and scale to deliver state of the art service with a personal touch. Our infrastructure consists of an experienced team of over 100 investment professionals, including financial advisors, research assistants, client service associates and administrative support.

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Support

Get in the tank and join the conversation.

More than Bleakley Advisory 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. What’s more, Peter also brings his asset management business, Bookmark Advisors as the newest affiliate of Bleakley Advisory group.

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

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. For the last year, Boockvar has also curated a blog titled “the Boock Report” that focuses on the same global economic trends.

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to listen.

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

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© 2022. All Rights Reserved

lyle.weintraub@bleakley.com
100 Passaic Avenue, Suite 300,
Fairfield, NJ 07004
Main: 973.575.4180 | Direct: 973.244.4216

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.

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