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

Family Legacy

How parents can create financially independent adults

May 27, 2025Education, communication and planning are key for successfully raising financially independent adults.Read Now
Markets

Finding opportunity in increasing deficits

May 23, 2025A new tax bill is poised to push the U.S. debt burden higher. Here’s what you can do to find opportunity.Read Now
Wealth Planning

J.P. Morgan Summer Reading List 2025

May 20, 2025Curiosity: it’s where transformation begins. Join us as we reflect on transformational ideas with J.P. Morgan’s Summer Reading List 2025.Read Now
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