DUAL INTEREST BANK
Our strategy that maximizes your cash reserves with a myriad of benefits both long term and short term, all while mitigating the downside risk of your investments and giving you access to your funds on demand.
SAFE MONEY INVESTING
Stable returns in an unstable market. Safe Money Investing impacts all aspects of your financial planning. Learn more about this method which is approved in all 50 states by regulatory agencies.
EXECUTIVE LIFE SETTLEMENTS
Your life insurance is a hidden asset available to you now. You can take advantage of this pay out to enjoy a lifestyle you've always wanted to, gift to loved ones, or reinvest for additional retirement income.
BUILDING WEALTH FOR ALMOST 30 YEARS
At Arthur Blake Wealth, LLC, we specialize in crafting personalized strategies aligned with your long-term vision and goals for wealth management and legacy creation. Our approach values client education, empowering you to make informed decisions for yourself, your family, and your business.
We believe that wealth management should be as refreshing and rewarding as a walk through the forest. Our philosophy is rooted in the principles of stewardship, sustainability, and growth. Just as nature thrives through balance and careful nurturing, we aim to cultivate your financial well-being with the same care and attention.
When you partner with us, you can expect attentive listening, tailored proposals that mirror your input, and a meticulously designed plan crafted by a fiduciary advisor dedicated to advancing your financial well-being.
Moreover, our proposals incorporate cutting-edge money management techniques like tax-free wealth growth, ensuring you access the latest innovations in financial planning.
DUAL INTEREST BANK
How Dual Interest Banking Can Benefit You
You will learn how to be your own banker to borrow money from yourself and pay it back on your own terms. When set up correctly a Dual Interest Bank can pay an attractive crediting rate. This strategy also gives you access to your own money to utilize for outside investing. When properly implemented your Dual Interest Bank will not require you to abandon your pre-retirement lifestyle you've worked so hard for.
What You'll Discover In Our Free eBook
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SAFE MONEY INVESTING
Get Stable Returns And Guarantees In An Unstable Environment.
Why is this important to you? Because Safe Money Investing impacts all aspects of your financial planning.
Retirement:
- Growth 3-6% ABOVE bank rates
- Tax preferred treatment of growth regardless of age
- Free from claims of creditors
- Access to capital investment immediately
Stability With Guaranteed:
- Deposit Principle
- Fixed Interest
- Insured Investments
Estate Planning:
- No probate of assets upon death
- Ability to change beneficiaries as desired
CHOOSING THIS BOND ALTERNATIVE WITHOUT INFLATION RISK MEANS:
In summary: You can build your wealth worry-free and will be in total control of all the decisions.
EXECUTIVE LIFE SETTLEMENTS
It's possible to have immediate access to the value hiding in your life insurance policy through our Executive Life Settlement program.
Recent Settlements have generated 60% of the Policy Death Benefit Value in a cash payment to the Policy Owner (ex. 500K in death benefit could get you 300K in cash immediately.)
Many people have experienced significant losses in both stock assets and retirement accounts. Banks and lenders are not your only option if you are in need of immediate working capital.
Once your policy is sold for cash, you have no more obligations on that insurance contract. Simply cash the check start living!
OUR PROCESS IS SIMPLE
WE URGE YOU - DO NOT DROP YOUR POLICY UNTIL YOU CONTACT OUR TEAM!
ADDITIONAL ASSISTANCE
We are experts in Wealth Management, Life Insurance, Estate Planning, and Advanced Planning Strategies
IT ALL STARTS WITH A CONVERSATION
Email us at [email protected]
DWAIN A. BLAKE II, CLU, FSCP, LUTCF
PRINCIPAL
Dwain began his 27 year career in the world of financial services in 1997 in Morgantown, WV. Initially serving clients in the retail space for Fortune 100 groups in the greater South Atlantic until he founded the Wealth Management Firm, Arthur Blake Wealth, LLC. Dwain graduated from Marshall University with a Bachelor’s Degree in Geology and completed graduate Engineering studies at West Virginia University.
Dwain was a Combat Engineer Officer in the United States Army, and the West Virginia Army National Guard. He achieved the rank of Major, and held various positions including Company Commander, Senior Tactical Officer at the Army Officers Candidate School, and numerous other Company and Battalion Level staff positions.
National Producer #: 2062086 | CRD #: 2957249
Dwain’s diverse background ranging from a 15 year Military career to operating as a strict fiduciary financial professional today, has always revolved around a core focus of serving others. Dwain speaks at educational events for Physicians, Real Estate investors, and Business Owners. His philosophy is to lead with education and transparency to teach the strategies that many wealthy Americans use today to achieve financial autonomy.
Dwain enjoys Native Brook Trout fishing in the Appalachian mountains, supporting his local golf club, and spending time working with local charities that support Veterans initiatives and care for the underprivileged.
OUR TEAM IS HERE FOR YOU
MATT LUSKY
Insurance Advisor
Matt Lusky comes to Arthur Blake Wealth after 8 years in the financial services industry. Working with several independent marketing organizations, Matt built a clientele of hundreds by creating customized insurance strategies specific to his client’s needs. In 2019, he founded Brandywine Financial LLC, a financial services company focused on asset protection and retirement planning.
Matt strives to help every client achieve their financial goals. Listening is the key to constructing a successful financial plan and Matt excels at putting client’s needs first. He specializes in providing key education on how advanced insurance strategies can generate tax free wealth, protect assets, provide legacy plans, and create avenues for lending and investments.
Matt currently resides in Wilmington, Delaware. In his free time he enjoys playing sports, competing in obstacle races, surfing, skiing, and traveling. In addition, he is an accomplished drummer and enjoys playing and listening to live music.
MANDY MOLLENKAMP
Client Relations
Mandy graduated from Grand Valley State University, Grand Rapids, MI, with a Bachelors of Science, core studies of American Sign Language and General Business.
Post college, Mandy’s business experience includes recruiting at Insight Global, with an emphasis on account management and client satisfaction. Mandy’s strong organizational skills, effective communication, and attention to detail, continue to serve her well in client interactions and managing administrative tasks.
Her fluency in American Sign Language allows Mandy to connect with the local Deaf and hard of hearing community, a passion she has had for many years. Between trying new recipes and committing to pilates every day, she believes in a healthy lifestyle. During the summer, Mandy spends as much time as possible with her family golfing, water skiing and boating on the Great Lakes. In the winter, she is likely skiing and snowshoeing around Northern Michigan. Mandy is married and lives in Southern Michigan.
CLIENT COMMENTS
"I'm so happy with the plan Dwain and the team at Arthur Blake Wealth ultimately crafted for me."
Thank you Dwain for all of the time you spent educating me so that I could make an informed decision. I highly recommend getting connected with Arthur Blake Wealth to learn more about how the Dual Interest Bank works."
Nathan P.
"Highly recommend taking advantage of working with this team to anyone and everyone!"
It's been great working with Dwain and his team. We set up Dual Interest Bank plans for ourselves and our two daughters. Not only have we benefited from a tremendous amount of financial education, but are so impressed with the 24/7 responsiveness of the team and the care they take in every transaction.
We now understand the value of teaching our daughters what we didnt know until later in life, to create a way to bank on yourself! Eliminating the need to rely on banks and significantly reduce exposure to the IRS and taxation.
Brandon and Kristin M.
"Absolutely delighted with the concepts we've culled from Dual Interest Bank."
If someone had claimed prior to the pandemic that my family would be stably growing 100% of our capital tax-free (essentially in two places at the same time) with high liquidity, unprecedented downside protection, teflon-level privacy, and total IRS compliance, I would have simply laughed and called my broker to place another ETF trade with my fingers crossed.
If anyone had claimed same during the painful post-pandemic crash, I probably would have laughed even louder and simply put our whole portfolio in cash. Luckily for me my wife was smart enough to insist we avail ourselves of a peek at Dual Interest Bank. Having now systematically implemented the strategies detailed within for over 3 years, we are consistently enjoying the fruits of the smartest single financial strategy I have personally encountered in my not-so-short-anymore lifetime.
As a result, retirement is coming considerably sooner than either my wife or I had ever predicted. It goes without saying that Dual Interest Bank and its authors have earned my highest possible recommendation, and my friends and family are now reaping the rewards of an education well delivered.
Todd B.
"I frequently inform my clients about the wizardry Dwain has worked in crafting the perfect plan for me."
Dwain ensured he fully understood my family's needs and the needs of my businesses, in order to develop my unique plan. The team at Arthur Blake Wealth was dedicated to outlining several possible options for me.
With education as a cornerstone of the business, Dwain ensured I understood the plan so I am able to utilize it to its full potential. They continue to do the same for many of my clients. I really appreciate the emphasis on education, and the resulting impact it has made on my business. Thank you!
Dr. Bramer
TRUSTED AFFILIATES
We value all of our relationships. We recognize and recommend these trusted experts in each of their prospective fields.
Dr. Danny Bramer
The Cash Flow MD
We first met Dr. Danny Bramer as a client of the firm. After establishing a relationship with him, we began sharing ideas and expertise. We value his insight and appreciate how he similarly values client education.
Dr. Bramer is a board certified Anesthesiologist, and now teaches other physicians, healthcare professionals and entrepreneurs how to stop trading time for money. With emphasis on debt investing, real estate investing, equity investing, and alternative market strategies, Dr Bramer offers coaching services to those seeking actionable investment steps and more financial freedom.
Dr Bramer says, “My goal is to educate you on the myriad of investment options available and give you actionable investment steps to start you on your path to financial freedom and winning your time back.”
We enthusiastically recommend Dr Bramer as a trusted affiliate of Arthur Blake Wealth.
FREQUENTLY ASKED QUESTIONS
CONNECT WITH US
WE ACT IN YOUR BEST INTEREST
At Arthur Blake Wealth, our team is dedicated to providing comprehensive, client-focused financial planning. We believe in a holistic approach that emphasizes tax efficiency and risk management, ensuring your financial strategy is both robust and tailored to your unique needs.
Led by Dwain A. Blake II, a fiduciary committed to your best interests, we eliminate conflicts of interest and competing priorities. Dwain’s legal obligation to prioritize your goals means you can trust that your aspirations and needs are at the forefront of every planning session. With Arthur Blake Wealth, you will be heard, understood, and guided with the utmost care and expertise.
REQUEST OUR DUAL INTEREST BANK EBOOK!
We've Received Your Request! Keep an eye out for the Dual Interest Bank eBook to hit your inbox soon.