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Blake Wealth Management

Blake Wealth Management

Financial ServicesFlag of USMcKinney, Texas, United States1-10 Employees

Company overview

Headquarters201 W Virginia St, Suite 102, McKinney, Texas 75069, US
Website
NAICS52
Keywords
Tax Planning, Retirement Planning, Retirement Income, Estate Planning, Investment Management, Social Security Maximization, Insurance Optimization, Women And Retirement
Founded2020
Employees1-10
Socials

Key Contact at Blake Wealth Management

Flag of US

Eric Blake

Founder and Lead Financial Planner

Blake Wealth Management Email Formats

Blake Wealth Management uses 1 email format. The most common is {first initial} (e.g., j@blakewealthmanagement.com), used 100% of the time.

FormatExamplePercentage
{first initial}
j@blakewealthmanagement.com
100%

About Blake Wealth Management

Retirement planning for women over 55. Whether you are divorced, widowed, or simply ready to take control of your financial future, you deserve a strategy that provides dignity and independence throughout retirement. As you approach retirement, the decisions you need to make can appear intimidating and endless. The aim of our team is to simplify this decision-making process as much as possible. We developed our Simply Retirement Roadmap™ Process to help you make an educated and informed decision as to whether we are the right firm to guide you through retirement. However, as we work through this process together, it will also give you a framework for evaluating other firms you may be considering. Get your own Simply Retirement Roadmap™ to determine the following: 1. Can you afford to retire? 2. Are you overpaying your taxes? 3. Can your portfolio be improved? 4. Can you eliminate or at least reduce your primary risks in retirement? 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.

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Blake Wealth Management revenue & valuation

Annual revenue$171,110
Revenue per employee$86,000
Estimated valuation?$547,552
Total fundingNo funding

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Founder/Owner

Funding Data

Blake Wealth Management has never raised funding before.

Blake Wealth Management Tech Stack

Discover the technologies and tools that power Blake Wealth Management's digital infrastructure, from frameworks to analytics platforms.

Emotion

Emotion

Development

reCAPTCHA

reCAPTCHA

Security

LeadPages

LeadPages

Page builders

Social Snowball

Social Snowball

Affiliate programs

OptinMonster

OptinMonster

Marketing automation

Google Tag Manager

Google Tag Manager

Tag managers

Shopify

Shopify

Ecommerce

HSTS

HSTS

Security

Font Awesome

Font Awesome

Font scripts

Open Graph

Open Graph

Miscellaneous

Google Analytics

Google Analytics

Analytics

Cart Functionality

Cart Functionality

Ecommerce

Frequently asked questions

Blake Wealth Management is located in McKinney, Texas, US.
Blake Wealth Management was founded in 2020, making it 6 years old. The company has established itself as a significant player in its industry over this time.
Blake Wealth Management has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

4.8

40,000 users

top 50
high performer
most used
tier 1 accuracy

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