Blaise Stevens
Managing Member
MBA, CFP®, AIF®, 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
Fiduciary Bingo — A Simple Guide For Employers
Over the last decade, adoption of defined contribution plans (think 401(k)s and 403(b)s) has increased significantly. Due mainly to pension plans falling out of favor, the onus on employees has never been greater to plan, and save, for their own retirement. Employers...
Corporate Transparency Act of 2024
As a business owner, staying informed about regulatory changes is crucial for maintaining compliance and making informed decisions. The Corporate Transparency Act (CTA), which came into effect on January 1, 2024, introduced by the Financial Crimes Enforcement Network...
Navigating Generational Wealth:
When it comes to managing generational wealth, the path is often less straightforward than one might imagine. At Strategic Advisory Partners, we understand the complexities that affluent families face in preserving and passing on their wealth to future generations. In...
Hidden Fees in Retirement Plans
Hidden Fees in Retirement Plans: How Plan Sponsors Can Protect Their Employees' SavingsAs a plan sponsor, you have a responsibility to provide your employees with a retirement plan that not only helps them save for the future but also safeguards their hard-earned...
Soft Dollars and Other Hidden Costs
Soft Dollars and Other Hidden CostsWhen you’ve been in the financial services industry for a while (and I would imagine that being in and around any industry has the same inherent circumstance) some topics flare up and become major issues for a brief time before...
The Actual Cost of Hiring a Financial Advisor
The Actual cost of Hiring a Financial Advisor When people think about hiring a financial advisor, the cost of that person is often one of the considerations that goes into the decision making process. There are several ways that advisors can be compensated for their...
