


Blake Wealth Management
Financial Services • McKinney, Texas, United States • 1-10 Employees
Company overview
| Headquarters | 201 W Virginia St, Suite 102, McKinney, Texas 75069, US |
| Website | |
| NAICS | 52 |
| Keywords | Tax Planning, Retirement Planning, Retirement Income, Estate Planning, Investment Management, Social Security Maximization, Insurance Optimization, Women And Retirement |
| Founded | 2020 |
| Employees | 1-10 |
| Socials |
Key Contact at Blake Wealth Management
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.
| Format | Example | Percentage |
|---|---|---|
{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.
Blake Wealth Management revenue & valuation
| Annual revenue | $171,110 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $547,552 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Funding Data
Blake Wealth Management has never raised funding before.
Blake Wealth Management Tech Stack
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Frequently asked questions
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