Wealth Partners
Blake Bertea
About Blake Bertea
I serve clients who have amassed significant wealth, delivering investment services that address a comprehensive range of sophisticated financial needs—from asset management and trust and estate planning to restricted stock trading and hedging of concentrated positions.
I bring a holistic mindset and provide highly individualized and tailored investment plans, designed to work in concert and help my clients to address the entirety of their financial picture—from lending strategies and cash flow management to seamless coordination alongside outside advisors, financial education and philanthropic giving. This family office style approach is born of my own unique experiences growing up with entrepreneurs and executives, which has afforded me deep familiarity with the sophistications of significant assets. My access to alternative investments, global platforms, top money managers and private equity affords my clients the benefit of innovative and tailored financial strategies.
Meet Our Team
Insights
Retirement
Should you convert your traditional IRA to a Roth IRA?
September 1, 2026Converting from a traditional IRA to a Roth IRA is a significant decision that requires careful planning. Here are some things to consider.Read Now
Family Legacy
Women in philanthropy: A transformative force in light of the Great Wealth Transfer
August 31, 2026The Great Wealth Transfer is shifting capital to women in a profound way. It’s also allowing women to bring their unique approach to the world of charitable giving.Read Now
Wealth Planning
How to unlock cash from the Great Wealth Transfer without selling assets
August 31, 2026Great Wealth Transfer heirs may face urgent cash needs that lead them to sell assets prematurely. But a strategic borrowing approach can help preserve your inheritance.Read Now
Wealth Planning
Financial advisor checklist: Questions to consider before talking to your advisor
August 31, 2026Knowing which points to raise with your financial advisor can make for a more productive and fruitful conversation. Learn more here.Read Now
Business Planning
Year-end planning for business owners
August 31, 2026Proactive year-end planning may help business owners reduce their tax bill, identify potential deductions and set their businesses up for a profitable new year.Read Now
Cybersecurity
Mind your business: How to keep your company cybersecure
August 31, 2026Cybercrime is rising. Learn practical steps to strengthen your business cybersecurity plan, protect accounts and data, and reduce the risks of phishing and ransomware.Read Now
Markets and Economy
U.S. earnings are exceptional. Stocks are playing catch-up
August 28, 2026Corporate profits are on a tear, but stocks haven’t fully reflected them. We unpack the forces capping valuations: yields, oil and the artificial intelligence cycle’s proof point.Read Now
Wealth Planning
The duties of a trustee
August 28, 2026There are several important factors that should go into the decision of who to elect as a trustee. Learn what to consider to ensure the assets you leave behind are well cared for.Read Now
Family Legacy
Money and me, money and we: Helping your children become stewards of family wealth
August 27, 2026Raising children to steward family wealth takes early, intentional learning and open conversations about money, values and responsibility.Read NowRetirement
Should you convert your traditional IRA to a Roth IRA?
September 1, 2026Converting from a traditional IRA to a Roth IRA is a significant decision that requires careful planning. Here are some things to consider.Read NowFamily Legacy
Women in philanthropy: A transformative force in light of the Great Wealth Transfer
August 31, 2026The Great Wealth Transfer is shifting capital to women in a profound way. It’s also allowing women to bring their unique approach to the world of charitable giving.Read NowWealth Planning
How to unlock cash from the Great Wealth Transfer without selling assets
August 31, 2026Great Wealth Transfer heirs may face urgent cash needs that lead them to sell assets prematurely. But a strategic borrowing approach can help preserve your inheritance.Read NowWealth Planning
Financial advisor checklist: Questions to consider before talking to your advisor
August 31, 2026Knowing which points to raise with your financial advisor can make for a more productive and fruitful conversation. Learn more here.Read NowBusiness Planning
Year-end planning for business owners
August 31, 2026Proactive year-end planning may help business owners reduce their tax bill, identify potential deductions and set their businesses up for a profitable new year.Read NowCybersecurity
Mind your business: How to keep your company cybersecure
August 31, 2026Cybercrime is rising. Learn practical steps to strengthen your business cybersecurity plan, protect accounts and data, and reduce the risks of phishing and ransomware.Read NowMarkets and Economy
U.S. earnings are exceptional. Stocks are playing catch-up
August 28, 2026Corporate profits are on a tear, but stocks haven’t fully reflected them. We unpack the forces capping valuations: yields, oil and the artificial intelligence cycle’s proof point.Read NowWealth Planning
The duties of a trustee
August 28, 2026There are several important factors that should go into the decision of who to elect as a trustee. Learn what to consider to ensure the assets you leave behind are well cared for.Read NowFamily Legacy
Money and me, money and we: Helping your children become stewards of family wealth
August 27, 2026Raising children to steward family wealth takes early, intentional learning and open conversations about money, values and responsibility.Read Now
Personalized guidance begins with a conversation.
Access the firm-wide capabilities of a global financial leader at your side. Take the next step to unlock new opportunities that align with your financial goals.