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
Today’s Market Doesn’t Define Your Tomorrow
Today’s Market Doesn't Define Your TomorrowBy Blaise Stevens, Managing Member, Strategic Advisory PartnersTurn on the news or scroll through your social media feed, and you're likely to be bombarded with attention-grabbing headlines about the market. Recently, we've...
Tariff Turmoil
Tariff TurmoilIs Your Portfolio a Casualty of the Current Climate?By Blaise Stevens, Managing Member, Strategic Advisory PartnersThe financial markets have certainly been making headlines lately. The impact of evolving trade policies, like the recent tariff...
The Million-Dollar iPhone
The Million-Dollar iPhoneWhat If You'd Invested in Apple Instead?By Blaise Stevens, Managing Member, Strategic Advisory PartnersPicture this: It's 2007, and you're standing in line at the Apple Store, excited to be one of the first to get your hands on the...
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...
