The Blake Wealth Management Group
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A plan for today, tomorrow and generations to come

[Wealth Way] Multigenerational planning

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The Blake Wealth Management Group

Registered States:
  • AL
  • AZ
  • CA
  • CO
  • CT
  • DC
  • FL
  • GA
  • KS
  • MA
  • ME
  • MI
  • NC
  • NH
  • NJ
  • NY
  • OH
  • SC
  • TN
  • TX
  • UT
  • WA

The Blake Wealth Management Group

  • Forbes Top Women Wealth Advisors Best-in-State, 2022, 2023, 2024, 2025, 2026The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures. 

The Blake Wealth Management Group

The Blake Wealth Management Group

401 East Las Olas Boulevard
Suite 2300
Fort Lauderdale, FL 33301

Email Me

darran.blake@ubs.com
The Blake Wealth Management Group
401 East Las Olas Boulevard,Fort Lauderdale,FL,33301

The Blake Wealth Management Group

Registered States:
  • AL
  • AZ
  • CA
  • CO
  • CT
  • DC
  • FL
  • GA
  • KS
  • MA
  • ME
  • MI
  • NC
  • NH
  • NJ
  • NY
  • OH
  • SC
  • TN
  • TX
  • UT
  • WA

  • Forbes Top Women Wealth Advisors Best-in-State, 2022, 2023, 2024, 2025, 2026The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures. 

401 East Las Olas Boulevard
Suite 2300
Fort Lauderdale, FL 33301

Email Me

Our Expertise

Backed by the strength of our parent company, UBS AG

#1

for High Net-Worth clients

Euromoney Private Banking and Wealth Management Survey (peer review), 2015-2022

51 countries

Our global footprint

More than 160 years

offering financial advice

Connecting you to the deep resources of UBS

By seeing the big picture, we provide access to the global platforms and the financial and intellectual strengths of UBS’s experts in Wealth Management, Asset Management and our Private and Investment Banks.

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Investments and finances under one roof

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Planning for a changing tax landscape

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Retirement planning

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Top 10 tax tips

Tax-smart plans for 2025

Tax Day is upon us and it’s crucial to stay proactive as you navigate the evolving tax environment. Our Top 10 tax-smart tips for 2025 can help you manage your tax situation and maximize potential savings.

As always, our team is ready to help you build a tax-smart plan that works for you all year long. Reach out for personalized service.

Read the playbook

Products and services mentioned on these web pages may not be available for residents of certain nations.  Please consult the sales restrictions relating to the service in question for further information. http://www.ubs.com  

As a firm providing wealth management services to clients, UBS Financial Services Inc. offers investment advisory services in its capacity as an SEC-registered investment adviser and brokerage services in its capacity as an SEC-registered broker-dealer. Investment advisory services and brokerage services are separate and distinct, differ in material ways and are governed by different laws and separate arrangements. It is important that clients understand the ways in which we conduct business, that they carefully read the agreements and disclosures that we provide to them about the products or services we offer. A small number of our financial advisors are not permitted to offer advisory services to you, and can only work with you directly as UBS broker-dealer representatives. Your financial advisor will let you know if this is the case and, if you desire advisory services, will be happy to refer you to another financial advisor who can help you. Our agreements and disclosures will inform you about whether we and our financial advisors are acting in our capacity as an investment adviser or broker-dealer. For more information, please review the PDF document at ubs.com/relationshipsummary.

Neither UBS Financial Services Inc. nor its employees (including its Financial Advisors) provide tax or legal advice. You should consult with your legal counsel and/or your accountant or tax professional regarding the legal or tax implications of a particular suggestion, strategy or investment, including any estate planning strategies, before you invest or implement.

Wealth management services in the United States are provided by UBS Financial Services Inc., a registered broker-dealer offering securities, trading, brokerage and related products and services. Member SIPC . Member FINRA . UBS Financial Services Inc. is also registered as a Futures Commission Merchant (FCM) with the U.S. Commodity Futures Trading Commission (CFTC) and offers brokerage services related to the execution and clearing of on-exchange futures and options on futures products. Member NFA 

Unless we separately agree in writing, we do not monitor your brokerage account, and you make the ultimate decision regarding the purchase or sale of investments. You can ask us to review your brokerage account and provide you with investment recommendations at any time.

Wealth Management and Private Wealth Management and UBS International are divisions of UBS Financial Services Inc., a subsidiary of UBS AG.  Private Wealth Management resources and services are provided by specially-accredited Financial Advisors within UBS Financial Services Inc. (including Private Wealth Advisors and International Private Wealth Advisors).

For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.html.

Notice for Non-U.S. Investors . Notice for Non-Puerto Rico Investor . Order Routing Disclosure . Statement of Financial Condition. Statement of Financial Condition- UBS FSI of Puerto Rico. Best Execution Statement. Loan Disclosure Statement. Account Sweep Yields. Advisory & Brokerage Services. CFP Board's Trademark Disclaimer. Important Information About Auction Rate Securities (Not for Puerto Rico). Futures Commission Merchant (FCM) Information for UBS Financial Services Inc . Agreements and Disclosure 

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