Blaise Stevens
Managing Partner
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
We Don’t Time the Market
We Don’t Time the Market, Here’s What We Do InsteadThe temptation is universal. When markets surge, investors feel the need to chase the rally. When volatility hits and the news reports "chaos," the instinctive urge is to panic-sell. This emotional cycle of buying...
Understanding IRMAA
Understanding IRMAA What Higher-Income Retirees Need to Know About Medicare SurchargesIf you're approaching Medicare age and have been successful in building your wealth, there's an important acronym you need to understand: IRMAA. It stands for Income-Related Monthly...
You’re Not Just a Portfolio
You’re Not Just a Portfolio. The Problem with the “Lone Advisor” ModelWhen you sit down to review your finances, what do you look at? For many, the first thing is a portfolio statement: a list of investments, balances, and a line showing returns. The traditional...
The Price of Economic Nationalism
The Price of Economic Nationalism: A Deep Dive into Modern Tariff PolicyBlaise Stevens MBA, CFP®, AIFA®, CLU®, ChFC®In an increasingly interconnected global economy, the term "tariffs" frequently enters public discourse, often accompanied by strong opinions. While the...
Strategy First, Product Second
What We Mean When We Say: Strategy First, Product SecondYou’ve probably heard this phrase before — maybe from us: “We lead with strategy, not product.” It’s a simple idea. But in the financial world, it’s not as common as it should be. So let’s break down what it...
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...
