This often means that, as the various elements of your financial life change and evolve over time, it becomes difficult to maintain the clarity and order that’s needed to stay on track to the things that really matter.
Blake Schutter Wealth acts as the central point of your financial network in order to build and manage a financial framework around your family’s core values. You can pursue your passions, knowing this framework is in place to guide your wealth, and you can focus on what matters, knowing your team is actively managing the details that need attention along the way.
Our team has decades of experience designing and managing custom investment portfolios. We help ensure your wealth preservation and risk management priorities are upheld within your portfolio and are aligned across all components of your wealth strategies and goals.
With an in-house team that includes multiple CPAs, the guidance we provide is integrated with deep accounting expertise that helps our clients manage their single biggest expense: tax.
Our advanced estate planning capabilities enable us to accommodate complex needs while adhering to the core values of the family. Those who may have a high concentration of illiquid or real estate assets require specialized strategies to see the full benefits of the wealth they've built.
We’ve been through the full lifecycle of a business, as both strategists and stakeholders – we directly relate to the needs, opportunities and considerations of our entrepreneurial clients.
As CPAs, we’re not just aware of tax – we’re experienced, educated and held to one of the most stringent code of ethics in the industry. We sweat the details and we know how to keep your wealth on track when you don’t have the time.
Edward Blake became a founding partner at Blake Schutter Wealth after 20 years as an executive with a large full-service commercial and multi-family construction real estate firm. He worked alongside Mark Schutter as a Senior Owner, Co-CEO and CIO.
Ed spent the first 10 years of his career as a tax executive with a national accounting firm. He then took on a leadership role with a private money management firm with $7 billion in assets under management. As a senior executive of the firm, Ed was an owner and led the Wealth Management and Retirement Planning divisions. He also served as a voting member of the firm’s Central Investment Committee which oversaw all securities decisions in client accounts. He is an inactive Certified Public Accountant (CPA), and holds a number of other accreditations, including: Chartered Financial Analyst (CFA), Certified Management Accountant (CMA), and Chartered Global Management Accountant™ (CGMA®).
In 2019, Ed partnered with Mark Schutter to build a team of experienced professionals with a focus on well-coordinated, comprehensive wealth management.
Prior to forming Blake Schutter Wealth, Mark Schutter served as President and Chief Investment Officer of a large full-service commercial and multi-family construction real estate firm based in Dayton, OH. Within this role, he managed three real estate investment holding companies totalling $300 million in equity value, and also worked with owner investors to provide wealth management services.
In 1987, Mark became a Certified Public Accountant (CPA) and joined a national accounting firm as a Senior Manager in the tax department, eventually leading the Wealth Management and State and Local Tax Group, where he focused on tax management for business owners. He then transitioned into an investment management firm, where he served as Executive Vice President and, later, President, leading the Wealth Management and Retirement Plan Administration group.
Tori Haskell became a Certified Public Accountant in 1999 and started out at a public firm as an accountant specializing in taxation. As a Wealth Strategist at Blake Schutter Wealth, she has a strong commitment to client service and is involved in tax and estate, financial planning and analysis. She also executes high-level owner administration including capital account reconciliation and tax allocations.
Prior to her current role, Tori spent 15 years working alongside Ed Blake and Mark Schutter to provide owners of closely held real estate with tax strategy and ownership administration. Through this experience, she gained the technical and analytical skills needed for her current role, as well as a thorough understanding of the unique opportunities and challenges that accompany entrepreneurial business owners both within and outside of real estate. Tori holds a BSB and a Master of Accountancy from Wright State University.
Tori and her husband Nathan have two boys, Ben and Matt, who keep them busy. She is also an avid reader who enjoys travel, horseback riding and spending time with family and friends.
Scott Schwalich joined Blake Schutter Wealth in 2022. Specializing in serving pre-retirees and retirees over the age of 50, he works with the wealth management team to deliver the Blake Schutter experience and to pursue the best possible outcomes for each client.
With almost a decade of experience in the financial services industry, Scott has also worked as an accountant and a Medicare advisor. These roles helped him develop both his analytical side, and his desire to help people navigate the complexities of planning for retirement. He became a CERTIFIED FINANCIAL PLANNER™ professional in 2019 and transitioned into an advisory role that would allow him to become a partner in each client’s journey to retirement, evaluating the options available and making the best decisions for them.
Scott also holds a Bachelor’s degree in Accounting and Finance from Wright State University. As a fiduciary, he prioritizes strong communication and works closely with each client to serve their best interests.
Scott spends much of his spare time outdoors with his wife, two children and dog. He enjoys staying active and is always working to deepen his financial planning knowledge through self-study.
Your wealth strategies should be driven by what matters to you. That’s why we work to understand your personal and family values to the same degree that we understand your financial life.
Our history in the industry goes back to 1986, and for much of that time, various members of our team have been working alongside one another. Not only do we have experience, but we have experience working together. This creates certain advantages for our clients:
Because we’ve worked together for so long, we know how to operate as a team and how to collaborate to provide seamless service for our clients. Over the years we’ve streamlined our processes so that clients get an efficient and engaging experience.
The past few decades have introduced multiple market cycles and countless new challenges for investors – we’ve been through it all and we evaluate every decision through the lens of our shared professional experience.
During this time, we’ve also individually attained various professional designations, including the rigorous Certified Public Accountant, which entails an extensive educational process, a strict code of conduct and numerous ongoing requirements. Our educational backgrounds complement one another and enable us to deliver insightful advice.
Get in touch with our team, and we’ll show you some of the efficiencies and advantages that are possible with a centralized, technology-driven wealth strategy.