Blake Schutter Wealth acts as the central point of your financial network in order to build and manage a financial framework around your family’s core values. You can pursue your passions, knowing this framework is in place to guide your wealth, and you can focus on what matters, knowing your team is actively managing the details that need attention along the way.
Our team has decades of experience designing and managing custom investment portfolios. We help ensure your wealth preservation and risk management priorities are upheld within your portfolio and are aligned across all components of your wealth strategies and goals.
With an in-house team that includes multiple CPAs, the guidance we provide is integrated with deep accounting expertise that helps our clients manage their single biggest expense: tax.
Our advanced estate planning capabilities enable us to accommodate complex needs while adhering to the core values of the family. Those who may have a high concentration of illiquid or real estate assets require specialized strategies to see the full benefits of the wealth they've built.
We’ve been through the full lifecycle of a business, as both strategists and stakeholders – we directly relate to the needs, opportunities and considerations of our entrepreneurial clients.
As CPAs, we’re not just aware of tax – we’re experienced, educated and held to one of the most stringent code of ethics in the industry. We sweat the details and we know how to keep your wealth on track when you don’t have the time.
Your wealth strategies should be driven by what matters to you. That’s why we work to understand your personal and family values to the same degree that we understand your financial life.
Because we’ve worked together for so long, we know how to operate as a team and how to collaborate to provide seamless service for our clients. Over the years we’ve streamlined our processes so that clients get an efficient and engaging experience.
The past few decades have introduced multiple market cycles and countless new challenges for investors – we’ve been through it all and we evaluate every decision through the lens of our shared professional experience.
During this time, we’ve also individually attained various professional designations, including the rigorous Certified Public Accountant, which entails an extensive educational process, a strict code of conduct and numerous ongoing requirements. Our educational backgrounds complement one another and enable us to deliver insightful advice.
Get in touch with our team, and we’ll show you some of the efficiencies and advantages that are possible with a centralized, technology-driven wealth strategy.