Skip to main content

The Blakeley Group, Inc.

  (408) 459-4911  info@theblakeleygroup.com
 

The Blakeley Group, Inc.

  • About Us
    • Our Values
    • Team
    • Giving Back
  • What We Do
    • Family Office Services
    • Portfolio Management
    • Dynamic Wealth Optimization
  • Tools & Resources
    • Analyze Your Risk
    • Capital Highlights in the Markets
    • Wealth Management Insights
  • Contact Us 
    • Book an Appointment
    • Contact Us
    • Careers
 

 

A Multi-Dimensional Approach.

Wealth Optimization

Learn More

 

 

Planning for success. Being prepared for risks.

Portfolio Management

Learn More

 

 

Working for You and Your Family.

Family Office Services

Learn More

 

Previous

 

Next

Home

THE BLAKELEY GROUP, INC. WEALTH & PORTFOLIO MANAGEMENT

Navigating the risks and rewards of wealth can be a challenge. The Blakeley Group, Inc. is focused on helping individuals and families manage the complexities of portfolio management and multi-generational wealth.

 

Family Office Services

Planning for the next generation

Eight Dimensions of Wealth

A well-rounded wealth management strategy

Portfolio Management

Staying the course

What’s your Risk Number?

Can you handle the risk in your portfolio?

Capital Highlights

Keep up-to-date on Market Trends

Wealth Management Insights

Knowledge is Power

Stay up to date with global markets.  
Subscribe to free Capital Highlights monthly.


Subscribe

Team members

Photo of team member

Dick founded The Blakeley Group, Inc. in 2009. As the Chief  Executive and Compliance Office,  he is personally committed to...

Dick Blakeley

CEO / CCO

Photo of team member

Anna started with The Blakeley Group, Inc. in 2009 at the formation of the company. She manages office policies and coordinates administrative...

Anna Blakeley

CAO

Photo of team member

Jack is the lead Client Service Specialist for The Blakeley Group, Inc. His focus is on day-to-day account operational activities and...

Jack Perlmutter

Client Service / Operations

Photo of team member

Dakota is the Administrative Assistant for The Blakeley Group team. He provides administrative and operational support, with his primary...

Dakota Diez

Intern/Admin. Assistant

Additional info

  • Sitemap
  • Legal, privacy, copyright and trademark information

Contact info

The Blakeley Group, Inc.

  •   2804 Mission College Blvd., Suite 205, Santa Clara, CA 95054
  •   (408) 459-4911
  •   info@theblakeleygroup.com
DISCLAIMER: The Blakeley Group, Inc. is a registered investment adviser in California, Oregon, and Washington State.  The Adviser may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Individualized responses to persons that involve either the effecting of transaction in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption.

© 2025 The Blakeley Group, Inc.. All rights reserved.

Website Design For Financial Services Professionals