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Wealth Advisor in Essex County, NJ, Serving Clients Nationwide

RIA means you can feel independent too.

What is the RIA difference? Investment Advisor Representatives have a duty to act in your best interest. That is a legal obligation, and it is expressed in the investment recommendations the Registered Investment Advisor (RIA) and their representatives make and the advice and guidance they offer. Lyle Weintraub, CFP® is a wealth advisor in Essex County who has your back.  Located just minutes from Manhattan, our team serves clients throughout the Tri-State area and nationwide.  

Your best interest is also mine.

I don’t answer to anybody else except you. That’s the key to being an RIA. Decisions are always based on what’s good for you and your future.

"Knowing that he is part of an RIA and free to do what is best for us makes all the difference"
Heather Swift - SVP

RIAs aren’t a trend, they’re the future

0 %

Average assets under management increase for RIA’s from 2020 to 2021

0 %

Revenue increase from 2020 to 2021

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RIA client growth from 2020 to 2021

1 Yrs

Consistent growth year over year for RIAs

We’re ready
to listen.

We’d love to hear from you.
Please reach to our wealth advisor in Essex County, NJ with any questions.

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RIA Data Source: Financial Advisor Magazine, Schwab Advisor Services 2022 RIA Benchmarking Study, 7.21.2022

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

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Bleakley

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Wealthfully.

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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.

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