A complete list of active advisors currently associated with Blake Schutter Theil Wealth Advisors, LLC

Warmer can help you find a great advisor at Blake Schutter Theil Wealth Advisors, LLC or one who fits your needs even better.

Blake Schutter Theil Wealth Advisors provides comprehensive financial planning, discretionary portfolio management, and investment consulting to a mix of individual and institutional clients. The firm’s client base includes individual and high-net-worth households as well as pension and profit‑sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm emphasizes a documented, goal‑oriented planning process that begins with an intensive fact‑finding session and extends through implementation and ongoing oversight, including coordination with other professionals. Investment work combines strategic and tactical asset allocation across mutual funds, ETFs and separately managed accounts, with discretionary management for most assets and a managed non‑discretionary option that the adviser reviews semi‑annually on request. Notable distinctions in the brochure include an explicit affiliation with Culmen Real Estate Services, Inc., which provides property management and real estate asset management support (including buy/sell/repurpose advice, lease negotiation and debt structuring), and several advisory representatives who are also CPAs and offer accounting services separately. The firm also describes institutional retirement plan consulting with participant education and operates a relatively concentrated team overseeing roughly $459 million in client assets, features that differentiate its mix of capabilities from many peers.

To learn more about the advisors currently working at Blake Schutter Theil Wealth Advisors, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.