You know that feeling when something just clicks? That’s how it is with Bleakley. When we teamed up, they were already a successful, distinguished wealth advisory and financial planning firm with a long track record of continuous growth and client-centric operations. With our investment, Bleakley was empowered to expand its M&A game, launch an equity ownership program to its advisors, and provide them with greater flexibility and a broader set of resources to positively impact the financial lives of their clients. For us, there’s nothing more satisfying than taking a journey with someone you like and seeing their vision come true.
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“In Rise, we found a strategic partner with not only capital, but also the expertise to expand into a national firm that attracts top-tier, growth-oriented advisors.”
— Andy Schwartz, CFP®, CEO and Co-Founder of Bleakley Financial Group
“In Rise, we found a strategic partner with not only capital, but also the expertise to expand into a national firm that attracts top-tier, growth-oriented advisors.”
— Andy Schwartz, CFP®, CEO and Co-Founder of Bleakley Financial Group
If you want to build something extraordinary — or are dreaming about what could be — let’s talk. We’d love to hear where you want to go, and discuss how we can help get you there. It’s better together.