People Moves

New Jersey Wealth Firm Affiliates With Bleakley Financial Group

Editorial Staff May 26, 2023

New Jersey Wealth Firm Affiliates With Bleakley Financial Group

The affiliation was driven by the need for an infrastructure to support regulatory and technology requirements, the firm's MD said.

Amwell Ridge Wealth Management, a US firm led by managing partner David Johnston, has affiliated with Bleakley Financial Group.

Johnston, who has worked in the sector for 27 years, provides financial planning for affluent families throughout Hunterdon County, New Jersey. He primarily works with people aged 55 and older looking for ways to ensure a smooth retirement. 

"As our clients' needs expand, [the] regulatory landscape evolves, and technology advances, it's vital we have a robust infrastructure to support these areas. Our partnership with Bleakley Financial Group will bolster our wealth management, financial planning, and investment operations,” he said. 

Amwell Ridge Wealth Management and Bleakley Financial Group are separate entities from LPL Financial

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