Founded in 1989, Secrest Blakey & Associates claims to be an independent wealth and asset management firm. The company states its mission is to provide bespoke financial solutions and build long-term relationships with a diverse clientele, including high-net-worth individuals, families, and institutions. They emphasize a client-centric approach, combining a global perspective with personalized service in wealth management, asset management, and corporate advisory.

Founded in

United States