Blake Schmitt

The Keystone Private Wealth Group of Wells Fargo Advisors serves a select group of individuals and families – many of whom own family run or closely held businesses.

Whether preparing for a business sale, transition, recapitalization, or ownership transition, we help business owners navigate significant liquidity events with confidence. Our role extends beyond the transaction itself—we work closely with business owners and their families to help prepare for the financial, personal, and legacy decisions that accompany these milestones. By engaging early in the process, we can help identify planning opportunities and create a lasting positive impact for generations to come.

Our goal is to help control the controllable aspects of the clients’ financial affairs and serve as the first point of contact for most financial needs of the family. We want every client to feel confident & supported by our disciplined planning, proactive communication, and access to a team of specialists to guide them through every season of life.

We take the time to understand the full context of each client’s situation. Through founder-focused advice, an institutionalized process and early identification of planning gaps, we customize a plan of action designed to address each client’s goals and priorities for long-term success.