Drew Besonson and his team at Poise Wealth has affiliated with Bleakley Financial Group and will open a new office for the firm in Birmingham.
The Poise team oversees approximately $400 million in client advisory and brokerage assets. It operates a planning-centric wealth management practice specializing in business, estate, and philanthropic planning for affluent families across the country.
“The decision to affiliate with Bleakley Financial Group was based on the evolving needs of our clients,” says Besonson. “It was critical for us to align with a group where the focus is on planning with the ability to provide broader access to financial solutions better suited to meet the unique needs of the families and businesses we support.
“We are confident that the platform Bleakley has established offers us enhanced financial, estate and tax planning capabilities and a broader portfolio of flexible investment solutions. The vision of Bleakley, along with the advisor service model they have built, align perfectly with how we want to engage with our clients and run our practice going forward.”
Andy Schwartz, co-founder and principal of Bleakley Financial, says: “We are thrilled to partner with Drew and his team. We are confident that the great financial planning work they do today for clients will only be enhanced by accessing the expanded support services and open architecture investment platform available through our affiliation. We look forward to a successful and mutually beneficial partnership with the group for many years to come.”