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

Cybersecurity

Family social media guidelines: Sharing vs. security

September 11, 2026As families’ visibility and wealth grow, so does the risk of cybercrime – and reputational damage. Learn how family guidelines can help balance sharing with security.Read Now
Cybersecurity

Social engineering scams: Protect your wealth from deceptive cyber tactics

September 11, 2026Social engineering scams are a powerful tool used by cybercriminals to manipulate people into revealing sensitive information. Learn to spot phishing, smishing, vishing and deepfakes.Read Now
Markets and Economy

$100 oil isn’t as scary as it used to be

September 11, 2026Higher oil prices are back in focus, but consumers and investors appear better positioned to absorb the shock.Read Now
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