The Blakeley Group, Inc

Founded by Dick Blakeley, The Blakeley Group is a team of experienced professionals who invest the time required to fully understand each client’s specific goals. Our highest priority is helping your family safeguard financial and real estate assets to minimize tax liabilities and best serve your long and short-term needs. Located in the heart of Silicon Valley, CA we most commonly service the unique wealth building needs of high-tech individuals, as well as, new or soon to be retiring families. Our Mission: Our mission is to help clients enhance, protect and sustain generational wealth. ENHANCING wealth is about capitalizing on opportunities. It means making smart decisions about when, where and how to best deploy a family’s assets. To enhance wealth one must know what to look for and where to look for it. PROTECTING wealth is about minimizing threats that can adversely affect a family’s wealth. It is about managing risk in a prudent and cost effective way. Risk comes in many forms. It can easily be overlooked until it is too late to avoid. Protecting wealth requires insight and foresight. It demands that we remain vigilant and proactive at all times. SUSTAINING wealth is about stewardship. It is about managing one’s resources with an eye toward the future. When it comes to generational wealth, sustainability depends on the extent to which a family’s values are passed on from one generation to another. Stewardship calls for a strong sense of purpose. It requires a clear and meaningful vision: one that is embraced by those who will carry our torch in the future. We begin the process by taking the time to learn about you, your circumstances and your aspirations. Focusing on the issues that are important to you we work with you to develop sophisticated, tailor-made solutions to your goals complete with action plans and milestones.