Our Company

Wakely Investment Management was born from the conviction that clients' financial considerations are best served without conflicts of interest. Having experienced and rejected the operational realities of financial brokerage, we believe each client is unique, and we operate as fee-only advisors, aligning our compensation with our client’s success.

The proposed investment plan results from a disciplined process including both top-down and bottom-up analysis of economic and investment considerations matched to the characteristics of the individual investor. We are committed to listening before constructing and formalizing an investment plan. Client collaboration during this process is valued, as is input from the client's attorneys and accountants. Not infrequently, Wakely Investment Management serves as a quasi-family office for many of its clients, as the relationships are often multi-generational, intimate in detail, and broad in the scope of services offered.

Under regulations governing investment advisors, we are obligated to act as fiduciaries and are therefore held to the most stringent standards applicable to professional wealth management today. In this exacting context, Wakely Investment Management pledges to generate superior value for our clients with whom we share the inevitable disappointments and the successes for which we continuously strive.