Approach
Before we start talking about money, we talk about life. I want to start the relationship knowing everything I can about you. And, want you to feel 100% comfortable with me.
Before we start talking about money, we talk about life. I want to start the relationship knowing everything I can about you. And, want you to feel 100% comfortable with me.
Here, in our financial process, we dig deep, and I ask insightful questions. I want to know what you really desire. The more information we have, the more we can create something that’s truly specific for you.
Our team looks over all your data and information from every possible angle. And we come back with a perspective and insights we believe you likely will not have seen anywhere else.
The fun part. We present our plan in a simple, human way. After some feedback from you, this plan becomes the backbone for everything.
Here, in our financial planning process, is where we execute the strategies we choose for your financial growth and observe if the plan requires any adjustments over time.
During our relationship, we keep the dialogue going and check-in routinely. As new events develop in your life, you can rest assured we’re here for you.
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Bleakley Financial Group
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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.
The Forbes Best-In-State Wealth Advisor ranking was developed by SHOOK Research. The Forbes Best-In-State Wealth Advisor ranking was issued to Lyle Weintraub from 2022 – 2024 based off reported data as of June 30th in that calendar year. These rankings are based on in-person and telephone due diligence meetings and a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including assets under management and revenue generated for their firms. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK Research receives a fee from Bleakley Financial Group, LLC or Lyle Weintraub in exchange for these rankings.
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