Build, Protect & Preserve Hard-Earned Wealth
ABOUT BLAKE
Blake Schaper is a wealth strategist, entrepreneur, Certified Public Accountant (CPA), and Chartered Trust and Fiduciary Advisor (CTFA). He holds a Master of Taxation (MTax), a Master’s Certificate in Mergers & Acquisitions (M&A), and a Certificate in Machine Learning & AI (ML/AI) from MIT, bringing an extraordinary vision for privatizing and protecting the wealth of high-net-worth and ultra-high-net-worth entrepreneurs, families, and businesses.
BECOME A VISIONARY FINANCIAL ADVISOR
IN THIS VIDEO SERIES,
LEARN HOW BLAKE HELPS YOU…
→ DIFFERENTIATE YOUR PRACTICE
→ EXPAND YOUR BUSINESS OFFERINGS
→ GROW YOUR CLIENT RETENTION
MY SERVICES
Whether you’re a client working directly with Blake, or a financial advisor partnering with him for your client, Blake is dedicated to protecting and preserving hard-earned wealth.
Blake’s offerings extend to a white-label service provided to financial advisors, offering coaching and access to superior supplemental wealth planning that raises the value of their practice, differentiating them from competitors and growing their client retention. As an advisor, working with Blake allows you to create streamlined efficiencies, expand your business offerings, and become more effective in serving clients with services like Tax Strategy, Legal Expertise, Insurance, Risk Mitigation, and more.
Discover how your practice will grow and how your clients’ wealth will be protected and preserved.