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A Community Where Relationships Come First.

We are more than a wealth management firm—we are a community. Founded on the belief that meaningful relationships drive better outcomes, we exist to deeply understand what matters most to our clients, advisors, and our team. We believe that when relationships come first, results follow.

Our trusted advisors are known for building lifelong partnerships with clients that go well beyond portfolio management. They coordinate every aspect of a client’s financial life with care, clarity, and purpose. And as colleagues, we support one another with the same commitment and energy we give to our clients.

About the Author

Kyle Wesley, CIMA®

Kyle Wesley, CIMA®

Kyle Wesley is the Chief Technology Officer at Bleakley, where he leads the entire technology ecosystem, focusing on the seamless integration and management of all tech-related operations. He directs the company's technological vision, crafting and implementing a roadmap that aligns with Bleakley’s strategic goals. Kyle oversees critical teams, including Platform & IT Management, Cybersecurity, and Data Operations, ensuring the firm’s operations are efficient, secure, and reliable. His leadership drives innovation, empowers advisors with data-driven insights, and reinforces client trust through robust cybersecurity.