Founder and Lead Financial Planner
Director of First Impressions
Directors of "Least Impressed"
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 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.
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.
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