BLAKE PETERSON
I'm Blake Peterson, a Wealth Advisor and Exit Planning Specialist with Carson Wealth. I focus on helping high-net-worth individuals, families, and business owners achieve their financial goals while building lasting legacies. I work to empower my clients to live meaningful lives and make a lasting impact on their communities.
Since relocating to Omaha in 2017 with my wife Mandee, we've embraced the community as our home and are raising our two daughters, Poppy and Wilder, with a shared passion for service and purpose.
As a Certified Exit Planning Advisor (CEPA), I specialize in guiding business owners through the complexities of exiting their businesses. I help clients craft tailored strategies for both the transition and life after the sale, ensuring financial security and fulfillment. My process involves collaboration with your entire professional team to create a cohesive plan that maximizes outcomes and aligns with your broader life goals.
Whether you're navigating a business transition or seeking to secure your family’s financial future, I am committed to providing the expertise and guidance you need to thrive
I'm Blake Peterson, a Wealth Advisor and Exit Planning Specialist with Carson Wealth. I focus on helping high-net-worth individuals, families, and business owners achieve their financial goals while building lasting legacies. I work to empower my clients to live meaningful lives and make a lasting impact on their communities.
Since relocating to Omaha in 2017 with my wife Mandee, we've embraced the community as our home and are raising our two daughters, Poppy and Wilder, with a shared passion for service and purpose.
As a Certified Exit Planning Advisor (CEPA), I specialize in guiding business owners through the complexities of exiting their businesses. I help clients craft tailored strategies for both the transition and life after the sale, ensuring financial security and fulfillment. My process involves collaboration with your entire professional team to create a cohesive plan that maximizes outcomes and aligns with your broader life goals.
Whether you're navigating a business transition or seeking to secure your family’s financial future, I am committed to providing the expertise and guidance you need to thrive
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- Website:
https://www.carsonwealth.com/ - Phone: (402) 829-1798
- City: Omaha
- State: Nebraska
- Postal Code: 68154
- Country: United States
- Designations: CEPA
- Markets Served:
- Company Name: Carson Wealth
