Before choosing an advisor, it helps to understand why they do what they do.
This experience shaped the way our firm works with clients every day.
Many women eventually find themselves responsible for financial decisions — sometimes gradually, sometimes suddenly.
Our approach was built to guide those moments with clarity and patience.
Our Granddaughter
AKA "Boy Cat" and "Girl Cat"
2016 - 2021
Blake Wealth Management partners with the top financial services firms to give clients and their advisor control over their money. Beyond just traditional asset custody, our partners offer best-in-class banking services including collateralized loans, competitive money market rates and mortgages.
Through our relationship with RFG Advisory, we have access to innovative, fully integrated financial technology solutions that are designed to amplify the 1-1 relationship with our clients and drive operational efficiency into the day-to-day management of our practice. For more information about RFG Advisory, visit RFGAdvisory.com.
We also receive robust marketing and practice management consulting, an in-house compliance team, and access to capital for succession planning and practice growth.
What’s more? RFG is already exploring right now what our industry may look like years into the future. So, we will always be ready—always prepared—with the support our clients will need to be successful years down the road.
Fidelity Investments® is one of the world’s largest providers of financial services. Founded in 1946, the firm is a leading provider of investment management, retirement planning, portfolio guidance, brokerage, benefits outsourcing, and many other financial products and services to more than 20 million individuals and institutions, as well as through 5,000 financial intermediary firms. For more information about Fidelity Investments, visit Fidelity.com.
Our firm values the unparalleled support they provide to make sure we are giving our clients the best possible experience when working with our firm.
Our complimentary process will help you answer your most important retirement questions.
This process will also help you evaluate our services and make an
informed decision about working together.
201 W Virginia Street, Suite 102 | McKinney, TX 75069
All investing involves risk, including loss of principal. There is no guarantee the investment process will lead to profits. Past performance of any security or strategy is no guarantee or indication of future results or performance. Market conditions change continuously.
Advisory services offered by Investment Advisory Representatives of RFG Advisory, LLC ("RFG Advisory" or "RFG") a registered investment advisor. Blake Wealth Management and RFG Advisory are unaffiliated entities. Advisory services are only offered to clients or prospective clients where RFG Advisory and its representatives are properly licensed or exempt from licensure. No advisory services may be rendered by RFG Advisory unless a client agreement is in place.
RFG Advisory is an SEC-registered investment adviser. SEC registration does not constitute an endorsement of RFG by the Commission, nor does it indicate that RFG or any associated investment advisory representative has attained a particular level of skill or ability.
RFG Advisory Part 3 Form CRS, RFG Advisory Form ADV Part 2A, Investment Advisor Public Disclosure, RFG Advisory Privacy Policy.
