Financial Planning and Wealth Management

Menu

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

0 %

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.

Contact Us

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

About

Our Process

Bleakley

Contact

Live
Wealthfully.

© 2022. 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.

Client Relationship Summary

Privacy Notice

ADV Part 2A Brochure

ADV Part 2A Wrap Brochure