Our Firm

Through our relationhip 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.

• Fidelity Investments provides clearing, custody, or other brokerage services to Blake Wealth Management through National Financial Services LLC or Fidelity Brokerage Services LLC, Members NYSE, SIPC.
• Working with Fidelity Investments gives Blake Wealth Management access to a wide range of institutional products and services at a low cost so we can effectively serve the needs of our clients.
• Through our relationship with Fidelity Investments, you will receive a simplified, consolidated statement each month reflecting all your investment positions and transactions in your Fidelity brokerage account.
  

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.