Financial Advisor & Financial Planner in Goodyear, Arizona

Blake Welch is a financial advisor and Investment Adviser Representative with Arete Financial Solutions in Goodyear, Arizona. He works with individuals, families, retirees, and business owners throughout Goodyear and the West Valley, helping them make coordinated decisions across financial planning, investment management, retirement planning, tax strategy, and estate and legacy planning.

Blake’s approach to financial planning begins with understanding what a client is trying to accomplish—not simply selecting investments. His work commonly involves retirement-income planning, Social Security decisions, investment portfolio design, 401(k) and retirement-plan strategies, Roth conversion analysis, tax-aware withdrawal planning, risk management, and long-term wealth and legacy planning.

As part of Arete Financial and Legal Solutions, Blake works alongside professionals in tax, accounting, and law. This integrated structure allows financial decisions to be considered alongside their potential tax, business, and estate-planning implications rather than treating each area independently.

Blake has called Arizona’s West Valley home since age 11. He earned his undergraduate degree in Philosophy, Politics, and Law from Northern Arizona University, initially intending to pursue a career in law. His early professional experience included work in business and corporate law, where he saw firsthand how financial decisions made years earlier could ultimately affect families and businesses.

That experience changed the direction of his career. Rather than helping clients primarily after financial or legal problems had developed, Blake wanted to help people plan proactively for the decisions that would shape their financial futures.

He went on to earn a Master of Science in Finance from Arizona State University’s W. P. Carey School of Business and entered the financial-services profession. He joined Arete Financial Solutions in 2023.

Today, Blake focuses on helping clients connect their investments with the larger financial picture. For a family approaching retirement, that can mean coordinating Social Security, pensions, investment accounts, taxes, and withdrawal strategies. For a business owner, it may involve investment management, retirement-plan design, tax planning, business cash flow, and long-term succession or estate considerations.

Blake believes effective financial planning should give clients a clearer understanding of the tradeoffs behind their decisions. His goal is not simply to tell clients what to do, but to help them understand their options, model the potential consequences, and make informed decisions with greater confidence.

Blake lives in Goodyear, Arizona, with his wife and two children. Outside of client work, he continues to study developments in investment management, retirement planning, tax strategy, and estate planning to strengthen the advice and coordination he provides to clients.