The Blakeley Group, Inc. Email Format
Financial ServicesCalifornia, United States2-10 Employees
The Blakeley Group, Inc. is a financial services firm based in Santa Clara, California, in the Silicon Valley region. Founded by Dick Blakeley, the company relies on a compact team of professionals who take the time to understand each client's goals and circumstances. It serves high-tech professionals and families who are building wealth or planning for retirement, with an emphasis on safeguarding financial and real estate assets while aiming to minimize tax liabilities. Guided by a mission to enhance, protect, and sustain generational wealth, the firm begins engagements with a thorough discovery of a client's situation and aspirations. It then develops customized solutions accompanied by actionable plans and milestones, focusing on opportunities for growth, prudent risk management, and long-term stewardship.