Blaise Stevens
Managing Member
MBA, CFP®, AIFA®, CLU®, ChFC®
Elevated Wealth Strategies for Enduring Legacies
Blaise Stevens, Managing Member at Strategic Advisory Partners, brings a wealth of unwavering commitment to guiding high-net-worth individuals towards financial eminence. His journey through various roles within the financial services industry culminated in a singular purpose: always standing by the client’s side.
As the Managing Member, Blaise leads a team committed to simplifying the intricate landscape of wealth management. His focus extends beyond conventional finances, catering exclusively to individuals seeking more than just retirement advice. Blaise’s passion lies in empowering clients to navigate the complexities of wealth like Tax Planning and Mitigation, Estates and Trusts, Business Owner Planning and Succession, Legacy Planning, and Investment Strategies.
His approach is simple yet profound – aligning guidance and recommendations with the best interests of the client. With a personal understanding of the high-net-worth financial landscape, Blaise ensures that each client receives tailored strategies, reflecting their unique ambitions and securing enduring legacies.
Legacy Planning
Endowment Strategies
Investment Strategies
Charitable Giving
Estate Planning
Succession Planning
Tax Planning
Business Planning
Recent Blogs & Content
Real Talk About Technology Freedom in Wealth Management
Real Talk About Technology FreedomAn Insider's PerspectiveBy Blaise Stevens, Managing Member, Strategic Advisory PartnersI had coffee with an old colleague last week. He works at one of those big broker-dealers that's been "modernizing" their tech stack. As he...
New 2025 Retirement Limits
Maximizing Investment OpportunitiesUnder New 2025 Retirement LimitsBy Blaise Stevens, Managing Member, Strategic Advisory PartnersAs an investment advisor, I see the 2025 retirement account changes as an opportunity to optimize investment strategies and enhance...
Retirement Savings Lost and Found
The DOL's Retirement Savings Lost and Found:Reconnecting Workers with Their BenefitsBy Blaise Stevens, Managing Member, Strategic Advisory PartnersIn a significant development for retirement plan participants and administrators alike, the Department of Labor (DOL) has...
New ‘Super’ 401(k) Catch-Up Provision
New 'Super' 401(k) Catch-Up Provision: What Older Workers Need to KnowFor Americans nearing retirement, saving enough money can feel like a race against time. Now, thanks to recent changes in tax law, some older workers will have an opportunity to accelerate their...
Presidents and Press: What Really Moves the Market
As we head into another presidential election season, it's easy to get swept up in news headlines and social media chatter about what each candidate could mean for the markets. But here's an important reminder: historically, the market’s performance has less to do...
How Election Years Impact the Stock Market
When election years come around, many investors brace themselves for potential market volatility. However, history shows that while markets may experience short-term fluctuations due to political uncertainty, the overall impact of elections on long-term market...
