Blake Schreck

With over two decades of experience in the financial services industry, Blake Schreck has developed a profound expertise in crafting personalized financial plans and optimizing investment strategies to help clients work towards achieving their financial goals. Spanning 5 years at Morgan Stanley as a financial advisor and team leader and 16 years at Fidelity Investments as a Vice President Financial Consultant, Blake has honed a comprehensive understanding of the markets, investment opportunities, and the ever-evolving financial landscape.

Throughout his career, Blake has focused on building tailored financial plans that not only address immediate financial needs but also position clients to pursue long-term success. Whether through retirement planning, tax planning, or estate planning, Blake works closely with clients to pursue comprehensive solutions that align with their individual objectives and values. 

A deep believer in the power of diversification and strategic asset allocation, Blake helps clients navigate the complexities of investments with clarity, seeking to ensure their portfolios are well-positioned to weather market fluctuations while pursuing sustainable growth. With a focus on client education and open communication, Blake has built a reputation as an experienced advisor, guiding individuals and families to work toward financial independence.

Through thoughtful planning and prudent investment choices, Blake has helped countless clients pursue their financial dreams, providing them with the confidence and knowledge to work toward realizing a prosperous future.