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

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Investment Strategies

Charitable Giving

Estate Planning

Succession Planning

Tax Planning

Business Planning

Recent Blogs & Content

The Great Wealth Transfer

The Great Wealth Transfer

Over the next two decades, an unprecedented shift in financial assets, known as The Great Wealth Transfer, is expected to reshape the economic landscape of the United States. An estimated $84 trillion will transition from the Baby Boomer generation to Gen Xers and...

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Striking the Right Balance

Striking the Right Balance

Diversification is a cornerstone of sound investment strategy. It's the practice of spreading your investments across various asset classes, industries, and geographic regions to manage risk. However, achieving the right level of diversification is a delicate...

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Corporate Transparency Act of 2024

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...

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Navigating Generational Wealth:

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...

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Hidden Fees in Retirement Plans

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...

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Contact Me

Blaise K Stevens

Phone

336-790-2560

Email

bstevens@strategicadvisorypartners.com