Blake Wealth Management

Blake Wealth Management is a Financial Planner in McKinney, TX. The firm specializes in retirement planning for women age 55 and older, offering tax‑smart strategies and comprehensive guidance through the financial decisions that follow major life changes. Services include retirement planning, investment management, Social Security timing, retirement income design, tax planning, healthcare and longevity planning, and estate and legacy planning. Led by Certified Financial Planner (CFP®) Eric Blake, the practice serves clients throughout McKinney and the surrounding region, and it works with couples when both partners participate in the conversation. Blake Wealth Management holds a 5.00 rating on its profile.

The firm’s approach is built around clarity and patience, shaped by Eric Blake’s personal experience helping women transition to managing their own finances after events such as the loss of a spouse or divorce. The team combines professional expertise with a personal touch: Eric Blake serves as lead financial planner, Dawn Blake coordinates client success, Kaitlyn Blake‑Lolliot handles client service, and an additional paraplanner supports the advisory process. Blake Wealth Management partners with leading financial services firms to give clients broader access to resources while maintaining a focused, step‑by‑step planning process.

Located on West Virginia Street in downtown McKinney, the office sits just a few metres from West Louisiana Street and is a short walk, about a tenth of a mile, from several local landmarks, including the historic Crouch‑Perkins House, the Law Office of James W. Throckmorton, Dr. Glenn Mitchell Memorial Park, and Central Park.

Blake Wealth Management’s dedication to providing clear, personalized retirement guidance makes it a trusted resource for women navigating the financial complexities of later life in McKinney. Its focused expertise and compassionate approach set it apart as a valued financial planner in the community.