Scott Schwartz

Scott Schwartz serves as Managing Partner at Bleakley Financial Group, based in Fairfield, NJ, where he leads the firm in delivering personalized wealth management and financial planning solutions for individuals, families, and businesses. In this role, he is responsible for overseeing strategic client relationships, guiding the advisory team, and ensuring the firm implements customized investment strategies aligned with clients’ financial goals.

Throughout his decades-long tenure at Bleakley Financial Group—first as Principal since 1984 and in elevated leadership roles—Schwartz has focused on comprehensive financial planning, multi-asset portfolio construction, and retirement planning for high-net-worth clients. He specializes in advising clients on asset allocation, cash flow strategies, and tax-efficient investment solutions, working primarily with clients in Northern New Jersey and the greater tri-state area.

Scott Schwartz is a Forbes Best-In-State Wealth Advisor for 2024, recognized for his professionalism, industry experience, and dedication to client service. While his formal educational background is not publicly listed, his expertise is demonstrated by decades of industry leadership and his CFP® certification. Schwartz’s notable contributions include building enduring client trust and shaping the investment focus of Bleakley Financial Group through independent, high-quality financial guidance.