Rise Growth Partners has announced an inaugural strategic minority investment in Bleakley Financial Group, which has more than three decades of history and whose advisors service nearly $10 billion in advisory assets.
“As a firm built by advisers for advisers, our focus has always been on growth. We take pride in consistently delivering high-caliber planning and investment strategies to our clients,” said Andy Schwartz, CFP, principal at Bleakley. “For a long time, we have considered bringing on a partner to accelerate our evolution into a nationally recognized firm. In Rise, we found a strategic partner with not only capital but also the expertise to expand a national firm that attracts top-tier growth-oriented advisors.”
